PINNEY & SCOFIELD, INC.
245 holdingsFiling period: 2026-03-31Current AUM: $204.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFIP | DIMENSIONAL ETF TRUST | 564.9K | $23.6M | $22.9M | 11.18% | +44.4K | 2026-03-31 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 424.8K | $22.4M | $24.3M | 11.89% | -8,417 | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 292.4K | $20.8M | $23.7M | 11.58% | +4.0K | 2026-03-31 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 317.4K | $15.4M | $17.6M | 8.63% | -2,050 | 2026-03-31 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 179.9K | $11.2M | $12.7M | 6.22% | -781 | 2026-03-31 |
| 6 | DFAR | DIMENSIONAL ETF TRUST | 431.3K | $10.2M | $11.6M | 5.65% | +57.9K | 2026-03-31 |
| 7 | DISV | DIMENSIONAL ETF TRUST | 244.2K | $9.6M | $10.3M | 5.05% | -1,751 | 2026-03-31 |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 208.0K | $7.3M | $8.2M | 4.03% | +12.1K | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 7.4K | $6.8M | $8.5M | 4.14% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 22.5K | $5.7M | $6.9M | 3.39% | -225 | 2026-03-31 |
| 11 | DFLV | DIMENSIONAL ETF TRUST | 149.5K | $5.3M | $6.1M | 2.97% | +5.1K | 2026-03-31 |
| 12 | DFIS | DIMENSIONAL ETF TRUST | 132.8K | $4.5M | $4.8M | 2.33% | +557 | 2026-03-31 |
| 13 | DIHP | DIMENSIONAL ETF TRUST | 111.5K | $3.6M | $3.8M | 1.88% | +9.2K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 18.5K | $3.2M | $3.7M | 1.82% | -25 | 2026-03-31 |
| 15 | BLV | VANGUARD BD INDEX FDS | 46.1K | $3.2M | $3.0M | 1.49% | +198 | 2026-03-31 |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | 21.8K | $2.1M | $2.4M | 1.16% | +1.1K | 2026-03-31 |
| 17 | DFEM | DIMENSIONAL ETF TRUST | 51.9K | $1.8M | $2.0M | 0.96% | +274 | 2026-03-31 |
| 18 | DFEV | DIMENSIONAL ETF TRUST | 47.1K | $1.7M | $1.9M | 0.91% | +2.4K | 2026-03-31 |
| 19 | DFCF | DIMENSIONAL ETF TRUST | 37.5K | $1.6M | $1.6M | 0.76% | +7.1K | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 3.5K | $1.5M | $1.8M | 0.87% | +1.2K | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 13.1K | $1.2M | $1.3M | 0.63% | -- | 2026-03-31 |
| 22 | SUB | ISHARES TR | 11.0K | $1.2M | $1.2M | 0.57% | -- | 2026-03-31 |
| 23 | IWR | ISHARES TR | 10.8K | $1.0M | $1.2M | 0.58% | +160 | 2026-03-31 |
| 24 | IJH | ISHARES TR | 12.8K | $863K | $962K | 0.47% | -- | 2026-03-31 |
| 25 | DEHP | DIMENSIONAL ETF TRUST | 24.9K | $841K | $967K | 0.47% | +163 | 2026-03-31 |
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