13F-HR filed by Pioneer Wealth Management Group
Pioneer Wealth Management Group filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-11, with 45 holding rows worth $269,723,248.
- Accession
- 0001085146-25-003734
- Filer
- CIK 1973339
- Filed
- 2025-07-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 45 entries on the cover page, a total value of $269,723,248 stated on the cover page (in dollars after the unit check, H1), rows summing to $269,723,248 with VALUE read as dollars as filed, 13F file number 028-23185. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 1,301,476 | $55,130,508 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 2,226,231 | $51,737,600 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 1,141,667 | $39,467,430 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 289,235 | $23,983,377 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 569,117 | $16,475,944 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 612,777 | $12,966,354 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 128,262 | $8,171,571 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 178,256 | $7,533,093 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 121,123 | $6,535,794 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 21,911 | $6,251,215 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 20,321 | $3,591,612 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 104,790 | $3,158,361 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 137,086 | $3,029,593 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 83,354 | $2,987,422 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 17,414 | $2,356,171 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 24,932 | $2,224,438 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 10,325 | $2,013,450 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 22,344 | $1,989,963 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 29,467 | $1,980,760 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,273 | $1,960,458 | dollars as filed | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 48,748 | $1,618,916 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 20,945 | $1,542,197 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 32,322 | $1,316,799 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 25,513 | $1,292,237 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 17,826 | $1,016,265 | dollars as filed | |
| VTI | 922908769 | COM | 2,865 | $870,773 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,175 | $817,579 | dollars as filed | |
| INSPIRE 500 ETF | 66537J796 | ETF | 3,511 | $805,084 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 13,432 | $803,395 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,158 | $562,522 | dollars as filed | |
| GLOBAL X FDS | 37954Y368 | CMN | 16,325 | $560,606 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 3,975 | $536,784 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,030 | $467,062 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 14,618 | $454,474 | dollars as filed | |
| VWO | 922042858 | SHS | 8,842 | $437,332 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,535 | $418,579 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,503 | $384,723 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 627 | $356,081 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,539 | $315,855 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,541 | $315,460 | dollars as filed | |
| INSPIRE CORPORATE BOND ETF | 66538H633 | ETF | 11,577 | $277,960 | dollars as filed | |
| TIMOTHY PLAN | 887432342 | U S SM CP CORE | 6,974 | $269,761 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 2,374 | $260,173 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 497 | $247,267 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 628 | $230,250 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-003734 | this filing | 2025-07-11 | acceptance time not in the bulk data set |