Pinney & Scofield, Inc. Top Holdings and 13F Report (2025) About Pinney & Scofield, Inc.Investment ActivityPinney & Scofield, Inc. has $147.73 million in total holdings as of June 30, 2025.Pinney & Scofield, Inc. owns shares of 220 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.18% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Pinney & Scofield, Inc. has purchased 217 new stocks and bought additional shares in 63 stocks.Pinney & Scofield, Inc. sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional International Value ETF $18,210,515Dimensional U.S. Small Cap ETF $17,341,579Dimensional Inflation-Protected Securities ETF $16,736,659Dimensional US Marketwide Value ETF $13,836,335Dimensional U.S. Targeted Value ETF $9,954,559 Largest New Holdings this Quarter 53184C118 - Life & Banc Split Corp $27,350 HoldingG29183103 - Eaton $8,211 Holding437076102 - Home Depot $4,766 Holding00724F101 - Adobe $3,869 Holding86800U302 - SUPER MICRO COMPUTER INC $2,451 Holding Largest Purchases this Quarter Dimensional US Small Cap Value ETF 20,434 shares (about $601.37K)Dimensional US Real Estate ETF 24,561 shares (about $576.20K)Dimensional U.S. Small Cap ETF 5,714 shares (about $364.04K)Dimensional International Small Cap ETF 11,723 shares (about $349.81K)Dimensional US Large Cap Value ETF 8,117 shares (about $251.79K) Largest Sales this Quarter Kroger 1,545 shares (about $110.82K)Dimensional US Marketwide Value ETF 2,215 shares (about $93.65K)Berkshire Hathaway 188 shares (about $91.32K)Vanguard S&P 500 Value ETF 344 shares (about $64.92K)Dimensional U.S. Targeted Value ETF 1,130 shares (about $60.97K) 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 PortfolioSectorDFIVDimensional International Value ETF$18,210,515$1,413 ▲0.0%425,18112.3%ETFDFASDimensional U.S. Small Cap ETF$17,341,579$364,038 ▲2.1%272,19611.7%ETFDFIPDimensional Inflation-Protected Securities ETF$16,736,659$28,556 ▼-0.2%400,30311.3%ETFDFUVDimensional US Marketwide Value ETF$13,836,335$93,650 ▼-0.7%327,2559.4%ETFDFATDimensional U.S. Targeted Value ETF$9,954,559$60,975 ▼-0.6%184,4806.7%ETFDISVDimensional International Small Cap Value ETF$7,636,403$30,146 ▲0.4%232,0395.2%ETFDFARDimensional US Real Estate ETF$6,609,783$576,201 ▲9.5%281,7474.5%ETFLLYEli Lilly and Company$5,758,388$8,575 ▲0.1%7,3873.9%MedicalAAPLApple$4,935,804$158,187 ▲3.3%24,0573.3%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$4,711,008$601,373 ▲14.6%160,0753.2%ETFDFISDimensional International Small Cap ETF$3,556,843$349,815 ▲10.9%119,1972.4%ETFDFLVDimensional US Large Cap Value ETF$3,386,399$251,790 ▲8.0%109,1682.3%ETFNVDANVIDIA$2,916,752$158 ▲0.0%18,4622.0%Computer and TechnologyDIHPDimensional International High Profitability ETF$2,428,118$184,666 ▲8.2%82,3371.6%ETFBLVVanguard Long-Term Bond ETF$1,995,446$69,748 ▲3.6%28,6951.4%ETFVPLVanguard FTSE Pacific ETF$1,784,344$19,230 ▲1.1%21,7131.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,479,242$35,824 ▲2.5%49,8401.0%ETFMUBiShares National Muni Bond ETF$1,444,9580.0%13,8301.0%ETFDFEVDimensional Emerging Markets Value ETF$1,324,778$1,559 ▼-0.1%44,1740.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,217,5930.0%11,4500.8%ETFIEFAiShares Core MSCI EAFE ETF$1,120,790$68,954 ▲6.6%13,4260.8%ETFIWRiShares Russell Mid-Cap ETF$974,8820.0%10,6000.7%ETFDFCFDimensional Core Fixed Income ETF$904,831$40,654 ▲4.7%21,4110.6%ETFIJHiShares Core S&P Mid-Cap ETF$792,6160.0%12,7800.5%ETFVUGVanguard Growth ETF$777,841$25,431 ▼-3.2%1,7740.5%ETFIVViShares Core S&P 500 ETF$704,1010.0%1,1340.5%ETFMSFTMicrosoft$518,274$33,822 ▲7.0%1,0420.4%Computer and TechnologyAMZNAmazon.com$500,867$15,357 ▲3.2%2,2830.3%Retail/WholesaleBRK.BBerkshire Hathaway$445,937$91,325 ▼-17.0%9180.3%FinanceDEHPDimensional Emerging Markets High Profitability ETF$430,771$9,688 ▼-2.2%15,3850.3%ETFGOOGLAlphabet$428,9440.0%2,4340.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$402,3570.0%8,1350.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$376,9280.0%6,2790.3%ETFXOMExxon Mobil$373,5270.0%3,4650.3%EnergyCOSTCostco Wholesale$360,3380.0%3640.2%Retail/WholesaleEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$329,542$51,682 ▲18.6%3,5580.2%ETFPGProcter & Gamble$318,3210.0%1,9980.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$317,3780.0%2,9040.2%ETFJPMJPMorgan Chase & Co.$307,015$14,206 ▲4.9%1,0590.2%FinanceMETAMeta Platforms$306,307$19,928 ▲7.0%4150.2%Computer and TechnologyVNQVanguard Real Estate ETF$290,272$178 ▲0.1%3,2590.2%ETFTSLATesla$285,8940.0%9000.2%Auto/Tires/TrucksEMXCiShares MSCI Emerging Markets ex China ETF$252,5600.0%4,0000.2%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$252,2720.0%3,4710.2%ETFSCHXSchwab US Large-Cap ETF$249,2150.0%10,1970.2%ETFIBMInternational Business Machines$243,2420.0%8250.2%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$236,413$46,292 ▲24.3%8,1660.2%ETFGEGE Aerospace$224,274$257 ▲0.1%8710.2%AerospaceTAT&T$221,8610.0%7,6660.2%Computer and TechnologyVVisa$211,965$8,166 ▲4.0%5970.1%Business ServicesNEENextEra Energy$194,376$6,942 ▲3.7%2,8000.1%UtilitiesGOOGAlphabet$193,887$21,996 ▲12.8%1,0930.1%Computer and TechnologyBMOBank Of Montreal$188,0710.0%1,7000.1%FinanceUNPUnion Pacific$166,556$4,601 ▲2.8%7240.1%TransportationDFAIDimensional International Core Equity Market ETF$154,649$1,797 ▲1.2%4,4740.1%ETFDISWalt Disney$143,604$23,314 ▲19.4%1,1580.1%Consumer DiscretionarySYKStryker$142,4270.0%3600.1%MedicalUMBFUMB Financial$141,5740.0%1,3460.1%FinanceADPAutomatic Data Processing$138,7800.0%4500.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$138,738$12,592 ▲10.0%1,8840.1%ETFSCHCSchwab International Small-Cap Equity ETF$137,3090.0%3,2240.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$136,949$1,488 ▲1.1%2,8530.1%ETFCVSCVS Health$136,718$13,796 ▼-9.2%1,9820.1%MedicalBSVVanguard Short-Term Bond ETF$134,140$708 ▲0.5%1,7040.1%ETFPFEPfizer$128,9810.0%5,3210.1%MedicalIWNiShares Russell 2000 Value ETF$127,7860.0%8100.1%ETFKRKroger$125,384$110,823 ▼-46.9%1,7480.1%Retail/WholesaleAMTAmerican Tower$123,1080.0%5570.1%FinanceIWBiShares Russell 1000 ETF$122,2450.0%3600.1%ETFGE VERNOVA INC$113,7670.0%2150.1%COMUNHUnitedHealth Group$112,933$5,303 ▲4.9%3620.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$109,8300.0%3,7600.1%ETFCSCOCisco Systems$109,620$6,938 ▲6.8%1,5800.1%Computer and TechnologyCGNXCognex$109,4970.0%3,4520.1%Computer and TechnologyVOOVanguard S&P 500 ETF$104,1450.0%1830.1%ETFTIPiShares TIPS Bond ETF$96,6150.0%8780.1%ETFCSXCSX$95,4430.0%2,9250.1%TransportationABBVAbbVie$90,583$53,459 ▲144.0%4880.1%MedicalBPBP$90,0890.0%3,0100.1%EnergyBABoeing$85,698$8,381 ▼-8.9%4090.1%AerospaceESRTEmpire State Realty Trust$80,9000.0%10,0000.1%FinanceVGKVanguard FTSE Europe ETF$80,7880.0%1,0420.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$79,2430.0%1,5140.1%ETFTXNTexas Instruments$76,8190.0%3700.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$75,9080.0%1340.1%ETFMCDMcDonald's$73,043$5,259 ▲7.8%2500.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$72,2880.0%1170.0%FinanceICFIICF International$72,1730.0%8520.0%Business ServicesCEGConstellation Energy$71,0070.0%2200.0%EnergyIWPiShares Russell Mid-Cap Growth ETF$70,5880.0%5090.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$69,5630.0%8750.0%ETFYUMYum! Brands$69,2000.0%4670.0%Retail/WholesaleTTTrane Technologies$65,6120.0%1500.0%ConstructionADIAnalog Devices$60,457$4,760 ▲8.5%2540.0%Computer and TechnologyPMPhilip Morris International$60,1030.0%3300.0%Consumer StaplesCTSHCognizant Technology Solutions$59,381$3,199 ▲5.7%7610.0%Computer and TechnologySCHFSchwab International Equity ETF$58,868$3,491 ▲6.3%2,6640.0%ETFDEDeere & Company$58,4760.0%1150.0%IndustrialsTFCTruist Financial$56,3170.0%1,3100.0%FinanceVZVerizon Communications$56,2940.0%1,3010.0%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. 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