PINNEY & SCOFIELD, INC. 13F Holdings
CIK 0002056763 · CAMBRIDGE, MA
As of Sep 30, 2025, PINNEY & SCOFIELD, INC. reported 217 positions worth
CIK 0002056763 · CAMBRIDGE, MA
As of Sep 30, 2025, PINNEY & SCOFIELD, INC. reported 217 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 430,483 | 9.9M | 12.33% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 276,808 | 9.0M | 11.77% |
| DIMENSIONAL ETF TRUST | DFIP | — | 442,607 | 8.7M | 11.61% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 325,421 | 4.5M | 9.03% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 184,035 | 0.7M | 6.65% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 235,737 | $8.4M | 5.22% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 333,430 | $8.0M | 4.94% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 189,316 | $6.0M | 3.74% |
| ELI LILLY & CO | LLY | Healthcare | 7,387 | $5.6M | 3.50% |
| APPLE INC | AAPL | Technology | 22,026 | $5.6M | 3.48% |
| DIMENSIONAL ETF TRUST | DFLV | — | 117,793 | $3.9M | 2.41% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 121,543 | $3.8M | 2.39% |
| NVIDIA CORP | NVDA | Technology | 18,662 | $3.5M | 2.16% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 39,595 | $2.8M | 1.74% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 89,440 | $2.7M | 1.69% |
| VANGUARD PACIFIC STOCK INDEX FUND | VPL | — | 21,574 | .9M | 1.18% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 51,690 | .7M | 1.03% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 44,775 | .4M | 0.89% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 10,985 | .2M | 0.73% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 13,378 | .2M | 0.73% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 26,301 | .1M | 0.70% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 10,600 | .0M | 0.64% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,740 | $834.4K | 0.52% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 12,780 | $834.0K | 0.52% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,134 | $759.0K | 0.47% |