Pinney & Scofield, Inc. Top Holdings and 13F Report (2025) About Pinney & Scofield, Inc.Investment ActivityPinney & Scofield, Inc. has $138.13 million in total holdings as of March 31, 2025.Pinney & Scofield, Inc. owns shares of 217 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.85% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Pinney & Scofield, Inc. has purchased 225 new stocks and bought additional shares in 49 stocks.Pinney & Scofield, Inc. sold shares of 14 stocks and completely divested from 10 stocks this quarter.Largest Holdings Dimensional Inflation-Protected Securities ETF $16,885,936Dimensional International Value ETF $16,733,831Dimensional U.S. Small Cap ETF $15,922,283Dimensional US Marketwide Value ETF $13,577,478Dimensional U.S. Targeted Value ETF $9,557,073 Largest New Holdings this Quarter 084680107 - Berkshire Hills Bancorp $4,801 Holding032108474 - AMPLIFY ETF TR $663 Holding Largest Purchases this Quarter Dimensional Inflation-Protected Securities ETF 49,586 shares (about $2.09M)Dimensional US Small Cap Value ETF 33,910 shares (about $954.57K)Dimensional International Small Cap Value ETF 24,620 shares (about $716.93K)Dimensional U.S. Small Cap ETF 11,712 shares (about $699.79K)Dimensional US Real Estate ETF 29,381 shares (about $698.39K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 5,129 shares (about $211.37K)Dimensional U.S. Targeted Value ETF 691 shares (about $35.58K)CVS Health 300 shares (about $20.33K)Vanguard S&P 500 Value ETF 110 shares (about $20.26K)Vanguard Total Stock Market ETF 62 shares (about $16.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinney & Scofield, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIPDimensional Inflation-Protected Securities ETF$16,885,936$2,088,118 ▲14.1%400,98612.2%ETFDFIVDimensional International Value ETF$16,733,831$462,244 ▲2.8%425,14812.1%ETFDFASDimensional U.S. Small Cap ETF$15,922,283$699,791 ▲4.6%266,48211.5%ETFDFUVDimensional US Marketwide Value ETF$13,577,478$211,366 ▼-1.5%329,4709.8%ETFDFATDimensional U.S. Targeted Value ETF$9,557,073$35,580 ▼-0.4%185,6106.9%ETFDISVDimensional International Small Cap Value ETF$6,730,294$716,934 ▲11.9%231,1234.9%ETFDFARDimensional US Real Estate ETF$6,113,308$698,386 ▲12.9%257,1864.4%ETFLLYEli Lilly and Company$6,091,9120.0%7,3764.4%MedicalAAPLApple$5,172,549$384,287 ▲8.0%23,2863.7%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$3,930,897$954,567 ▲32.1%139,6412.8%ETFDFLVDimensional US Large Cap Value ETF$3,089,128$644,415 ▲26.4%101,0512.2%ETFDFISDimensional International Small Cap ETF$2,777,127$491,864 ▲21.5%107,4742.0%ETFDIHPDimensional International High Profitability ETF$2,049,464$540,040 ▲35.8%76,0751.5%ETFNVDANVIDIA$2,000,783$36,849 ▲1.9%18,4611.4%Computer and TechnologyBLVVanguard Long-Term Bond ETF$1,950,097$261,755 ▲15.5%27,6921.4%ETFVPLVanguard FTSE Pacific ETF$1,556,359$120,210 ▲8.4%21,4791.1%ETFMUBiShares National Muni Bond ETF$1,458,2350.0%13,8301.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,286,830$249,015 ▲24.0%48,6330.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,209,1200.0%11,4500.9%ETFDFEVDimensional Emerging Markets Value ETF$1,196,314$91,727 ▲8.3%44,2260.9%ETFIEFAiShares Core MSCI EAFE ETF$953,179$8,321 ▼-0.9%12,6000.7%ETFIWRiShares Russell Mid-Cap ETF$901,7420.0%10,6000.7%ETFDFCFDimensional Core Fixed Income ETF$860,070$137,324 ▲19.0%20,4490.6%ETFIJHiShares Core S&P Mid-Cap ETF$745,7130.0%12,7800.5%ETFVUGVanguard Growth ETF$679,286$186,878 ▲38.0%1,8320.5%ETFIVViShares Core S&P 500 ETF$637,1950.0%1,1340.5%ETFBRK.BBerkshire Hathaway$589,033$199,717 ▲51.3%1,1060.4%FinanceAMZNAmazon.com$421,045$38,052 ▲9.9%2,2130.3%Retail/WholesaleXOMExxon Mobil$412,092$35,679 ▲9.5%3,4650.3%EnergyDEHPDimensional Emerging Markets High Profitability ETF$396,738$103,857 ▲35.5%15,7310.3%ETFGOOGLAlphabet$376,394$2,320 ▼-0.6%2,4340.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$368,1900.0%8,1350.3%ETFMSFTMicrosoft$365,610$15,015 ▼-3.9%9740.3%Computer and TechnologyCOSTCostco Wholesale$344,2640.0%3640.2%Retail/WholesalePGProcter & Gamble$340,4990.0%1,9980.2%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$338,8780.0%6,2790.2%ETFIJRiShares Core S&P Small-Cap ETF$303,6710.0%2,9040.2%ETFVNQVanguard Real Estate ETF$294,849$1,901 ▼-0.6%3,2570.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$271,7700.0%3,0000.2%ETFJPMJPMorgan Chase & Co.$247,753$49,060 ▲24.7%1,0100.2%FinanceTSLATesla$233,2440.0%9000.2%Auto/Tires/TrucksSCHXSchwab US Large-Cap ETF$225,1500.0%10,1970.2%ETFMETAMeta Platforms$223,6280.0%3880.2%Computer and TechnologyKRKroger$222,9030.0%3,2930.2%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$220,5130.0%3,4710.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$220,3600.0%4,0000.2%ManufacturingTAT&T$216,8010.0%7,6660.2%Computer and TechnologyIBMInternational Business Machines$205,053$249 ▲0.1%8250.1%Computer and TechnologyVVisa$201,1640.0%5740.1%Business ServicesNEENextEra Energy$191,403$6,380 ▲3.4%2,7000.1%UtilitiesUNHUnitedHealth Group$180,694$7,333 ▼-3.9%3450.1%MedicalGEGE Aerospace$174,1960.0%8700.1%IndustrialsDFAEDimensional Emerging Core Equity Market ETF$170,018$30,835 ▲22.2%6,5670.1%ETFUNPUnion Pacific$166,2910.0%7040.1%TransportationBMOBank of Montreal$162,3670.0%1,7000.1%FinanceGOOGAlphabet$151,387$6,249 ▼-4.0%9690.1%Computer and TechnologyCVSCVS Health$147,831$20,325 ▼-12.1%2,1820.1%MedicalDFAIDimensional International Core Equity Market ETF$138,112$10,432 ▲8.2%4,4220.1%ETFADPAutomatic Data Processing$137,4890.0%4500.1%Business ServicesUMBFUMB Financial$136,1080.0%1,3460.1%FinancePFEPfizer$134,8340.0%5,3210.1%MedicalDFSDDimensional Short-Duration Fixed Income ETF$134,078$428 ▲0.3%2,8220.1%ETFSYKStryker$134,0100.0%3600.1%MedicalBSVVanguard Short-Term Bond ETF$132,667$80,539 ▲154.5%1,6950.1%ETFBNDVanguard Total Bond Market ETF$125,811$38,265 ▲43.7%1,7130.1%ETFIWNiShares Russell 2000 Value ETF$122,2940.0%8100.1%ETFAMTAmerican Tower$121,2030.0%5570.1%FinanceSCHCSchwab International Small-Cap Equity ETF$115,6630.0%3,2240.1%ETFIWBiShares Russell 1000 ETF$110,4260.0%3600.1%ETFVOOVVanguard S&P 500 Value ETF$109,409$20,261 ▼-15.6%5940.1%ETFCGNXCognex$102,9730.0%3,4520.1%Computer and TechnologyBPBP$101,7080.0%3,0100.1%EnergyTIPiShares TIPS Bond ETF$97,5370.0%8780.1%ETFDISWalt Disney$95,7390.0%9700.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$94,2230.0%1830.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$94,1500.0%3,7600.1%ETFCSCOCisco Systems$91,3310.0%1,4800.1%Computer and TechnologyCSXCSX$86,0830.0%2,9250.1%TransportationESRTEmpire State Realty Trust$78,2000.0%10,0000.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$77,3200.0%1,5140.1%ETFBABoeing$76,5770.0%4490.1%AerospaceYUMYum! Brands$73,4870.0%4670.1%Retail/WholesaleVGKVanguard FTSE Europe ETF$73,136$70 ▲0.1%1,0420.1%ETFMCDMcDonald's$72,470$41,233 ▲132.0%2320.1%Retail/WholesaleICFIICF International$72,3940.0%8520.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$71,4860.0%1340.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$69,0730.0%8750.1%ETFTXNTexas Instruments$66,4890.0%3700.0%Computer and TechnologyGE VERNOVA INC$65,6350.0%2150.0%COMSPYSPDR S&P 500 ETF Trust$65,4490.0%1170.0%FinanceIWPiShares Russell Mid-Cap Growth ETF$59,8020.0%5090.0%ETFVZVerizon Communications$59,0130.0%1,3010.0%Computer and TechnologyCTSHCognizant Technology Solutions$55,0800.0%7200.0%Computer and TechnologyDEDeere & Company$53,975$14,080 ▼-20.7%1150.0%IndustrialsTFCTruist Financial$53,9070.0%1,3100.0%FinancePMPhilip Morris International$52,3810.0%3300.0%Consumer StaplesTTTrane Technologies$50,5380.0%1500.0%ConstructionSCHFSchwab International Equity ETF$49,567$9,237 ▲22.9%2,5060.0%ETFFNDCSchwab Fundamental International Small Equity ETF$47,2830.0%1,3060.0%ETFADIAnalog Devices$47,1910.0%2340.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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