13F HOLDINGS REPORT
Pioneer Wealth Management Group
Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001085146-25-001978
Total Value
$232.2M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 1,204,564 | $46.3M | 19.94% |
| 2 | SCHWAB STRATEGIC TR | 808524839 | 1,965,005 | $45.5M | 19.60% |
| 3 | DIMENSIONAL ETF TRUST | 25434V203 | 1,105,060 | $34.5M | 14.86% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 273,148 | $22.3M | 9.62% |
| 5 | DIMENSIONAL ETF TRUST | 25434V302 | 551,976 | $14.3M | 6.15% |
| 6 | SCHWAB STRATEGIC TR | 808524847 | 563,075 | $12.1M | 5.22% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 196,690 | $8.3M | 3.56% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 120,126 | $7.2M | 3.09% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 118,860 | $6.1M | 2.64% |
| 10 | VANGUARD INDEX FDS | 922908744 | 22,017 | $3.8M | 1.64% |
| 11 | DIMENSIONAL ETF TRUST | 25434V708 | 107,006 | $3.5M | 1.52% |
| 12 | VANGUARD INDEX FDS | 922908637 | 13,460 | $3.5M | 1.49% |
| 13 | SCHWAB STRATEGIC TR | 808524805 | 138,150 | $2.7M | 1.18% |
| 14 | SCHWAB STRATEGIC TR | 808524706 | 91,299 | $2.5M | 1.08% |
| 15 | ISHARES TR | 46435G516 | 25,709 | $2.1M | 0.90% |
| 16 | ISHARES TR | 46435G425 | 16,003 | $2.0M | 0.84% |
| 17 | VANGUARD INDEX FDS | 922908553 | 20,637 | $1.9M | 0.80% |
| 18 | VANGUARD BD INDEX FDS | 921937835 | 19,038 | $1.4M | 0.60% |
| 19 | ISHARES TR | 46434V860 | 25,554 | $1.3M | 0.56% |
| 20 | NUSHARES ETF TR | NU | 44,006 | $1.3M | 0.55% |
| 21 | VANGUARD INDEX FDS | 922908751 | 5,477 | $1.2M | 0.52% |
| 22 | VANGUARD INDEX FDS | 922908611 | 6,297 | $1.2M | 0.51% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042775 | 18,851 | $1.1M | 0.49% |
| 24 | NUSHARES ETF TR | NU | 29,656 | $1.1M | 0.49% |
| 25 | VANGUARD INDEX FDS | 922908769 | 2,779 | $763,838 | 0.33% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,206 | $642,291 | 0.28% |
| 27 | VANGUARD TAX-MANAGED FDS | 921943858 | 9,624 | $489,197 | 0.21% |
| 28 | SALESFORCE INC | CRM | 1,535 | $411,933 | 0.18% |
| 29 | DIMENSIONAL ETF TRUST | 25434V799 | 14,618 | $405,942 | 0.17% |
| 30 | NORTHERN LTS FD TR IV | NTRSO | 1,828 | $375,659 | 0.16% |
| 31 | GLOBAL X FDS | 37954Y368 | 9,236 | $309,866 | 0.13% |
| 32 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,842 | $264,431 | 0.11% |
| 33 | SPDR SER TR | 78468R663 | 2,580 | $236,663 | 0.10% |
| 34 | ISHARES TR | 464287226 | 2,309 | $228,406 | 0.10% |
| 35 | HOME DEPOT INC | HD | 592 | $216,962 | 0.09% |
| 36 | VANGUARD INDEX FDS | 922908363 | 402 | $206,656 | 0.09% |
| 37 | C H ROBINSON WORLDWIDE INC | CHRW | 2,000 | $204,800 | 0.09% |
| 38 | DIMENSIONAL ETF TRUST | 25434V815 | 7,180 | $202,120 | 0.09% |