Filling information for Pioneer Wealth Management Group as Treemap, investor disclosed 37 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 1600307 | 27133 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 5109171 | 35955 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 3332704 | 20149 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 1090002 | 14946 | |
| 67092P888 | 67092P888 | NUSHARES ETF TR | NUVEEN ESG EMRGN | 757299 | 27730 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 6756041 | 189510 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 9520743 | 348490 | |
| 67092P607 | 67092P607 | NUSHARES ETF TR | NUVEEN ESG SMLCP | 558076 | 15087 | |
| 260557103 | 260557103 | DOW INC | COM | 239404 | 4495 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1649659 | 60761 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1543280 | 29469 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 5076567 | 64236 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 3821304 | 19213 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 378869 | 9313 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 489760 | 9001 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 233291 | 751 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1121965 | 24295 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1801036 | 21554 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 7183584 | 35436 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 4665836 | 189437 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 1046410 | 22557 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 802355 | 11038 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 11742842 | 254394 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 17154536 | 227002 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 4041088 | 172254 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 8556915 | 113097 | |
| 22052L104 | 22052L104 | CORTEVA INC | COM | 254011 | 4433 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 273255 | 1682 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 12405575 | 400309 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1770680 | 4348 | |
| 46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 1381616 | 14176 | |
| 163851108 | 163851108 | CHEMOURS CO | COM | 230304 | 6243 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 6200848 | 317504 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 329339 | 2857 | |
| 25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 696350 | 16687 | |
| 26614N102 | 26614N102 | DUPONT DE NEMOURS INC | COM | 248968 | 3485 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1797012 | 32792 |