Filer Name: PINNEY & SCOFIELD, INC.
CIK: 2056763
Period: 2024-12-31
Filed At: 2025-02-18
Number of Holdings: 225
Portfolio Value: $0.13B

Pinney & Scofield, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAS US DIMENSIONAL US SMALL CAP ETF 254,770 $17M 12.56% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 413,404 $15M 11.11% - -
DFIP US DIMENSIONAL INFLATION-PROTEC 351,400 $14M 10.77% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 334,599 $14M 10.37% - -
DFAT US DIMENSIONAL US TARGET VALUE 186,301 $10M 7.85% - -
LLY US ELI LILLY & CO 7,376 $6M 4.31% - -
DISV US DIMENSIONAL INTERNATIONAL SM 206,503 $5M 4.15% - -
AAPL US APPLE INC 21,556 $5M 4.09% - -
DFAR US DIMENSIONAL US REAL EST ETF 227,805 $5M 4.01% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 105,731 $3M 2.46% - -
NVDA US NVIDIA CORP 18,121 $2M 1.84% - -
DFLV US DIM US LARGE CAP VALUE ETF 79,971 $2M 1.82% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 140 $2M 1.72% - -
DFIS US DIMENSIONAL INTERNATIONAL SM 88,439 $2M 1.64% - -
BLV US VANGUARD LONG-TERM BOND ETF 23,975 $2M 1.24% - -
MUB US ISHARES NATIONAL MUNI BOND E 13,830 $1M 1.12% - -
DIHP US DIMENSIONAL INTERNATIONAL HI 56,029 $1M 1.07% - -
VPL US VANGUARD FTSE PACIFIC ETF 19,820 $1M 1.07% - -
SUB US ISHARES SHORT-TERM NATIONAL 11,450 $1M 0.91% - -
DFEV US DIMENSIONAL EMERGING MARKETS 40,835 $1M 0.81% - -
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