The Analysis of PINNEY & SCOFIELD, INC.'s Holdings


Currently, PINNEY & SCOFIELD, INC. holds 212 types of securities in its portfolio with a total value $176.2M. In the most recent quarter, they have increased their positions in DFIP (+77.8K shares, valued at $3.2M), DFAR (+40.0K shares, valued at $915.2K), DFLV (+26.6K shares, valued at $908.8K); decreased their positions in DFUV (-5.9K shares, valued at $275.9K), DFAT (-3.4K shares, valued at $202.4K), VPL (-904 shares, valued at $81.7K); initiated new positions in VTV (+1.1K shares, valued at $213.0K), DFSB (+1.3K shares, valued at $67.3K), DFSI (+1.1K shares, valued at $47.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFIP DIMENSIONAL ETF TRUST520.4K shares17.59%2025-12-312026-02-13history
DFIV DIMENSIONAL ETF TRUST433.3K shares0.64%2025-12-312026-02-13history
DFAS DIMENSIONAL ETF TRUST288.3K shares4.17%2025-12-312026-02-13history
DFUV DIMENSIONAL ETF TRUST319.5K shares-1.82%2025-12-312026-02-13history
DFAT DIMENSIONAL ETF TRUST180.6K shares-1.85%2025-12-312026-02-13history
DISV DIMENSIONAL ETF TRUST245.9K shares4.32%2025-12-312026-02-13history
DFAR DIMENSIONAL ETF TRUST373.4K shares11.99%2025-12-312026-02-13history
LLY ELI LILLY & CO7.4K shares-0.11%2025-12-312026-02-13history
Sponsored
DFSV DIMENSIONAL ETF TRUST195.9K shares3.47%2025-12-312026-02-13history
AAPL APPLE INC22.7K shares3.05%2025-12-312026-02-13history
DFLV DIMENSIONAL ETF TRUST144.4K shares22.55%2025-12-312026-02-13history
DFIS DIMENSIONAL ETF TRUST132.3K shares8.84%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION18.6K shares-0.53%2025-12-312026-02-13history
DIHP DIMENSIONAL ETF TRUST102.3K shares14.37%2025-12-312026-02-13history
BLV VANGUARD BD INDEX FDS45.9K shares15.97%2025-12-312026-02-13history
VPL VANGUARD INTL EQUITY INDEX F20.7K shares-4.19%2025-12-312026-02-13history
Sponsored
DFEM DIMENSIONAL ETF TRUST51.7K shares-0.07%2025-12-312026-02-13history
DFEV DIMENSIONAL ETF TRUST44.7K shares-0.08%2025-12-312026-02-13history
DFCF DIMENSIONAL ETF TRUST30.4K shares15.43%2025-12-312026-02-13history
IEFA ISHARES TR13.1K shares-2.06%2025-12-312026-02-13history
SUB ISHARES TR11.0K shares0.00%2025-12-312026-02-13history
VUG VANGUARD INDEX FDS2.2K shares28.51%2025-12-312026-02-13history
IWR ISHARES TR10.6K shares0.00%2025-12-312026-02-13history
IJH ISHARES TR12.8K shares0.00%2025-12-312026-02-13history
Sponsored
DEHP DIMENSIONAL ETF TRUST24.7K shares52.25%2025-12-312026-02-13history
IVV ISHARES TR1.1K shares0.00%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC2.4K shares0.00%2025-12-312026-02-13history
AMZN AMAZON COM INC2.3K shares-1.01%2025-12-312026-02-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares9.15%2025-12-312026-02-13history
MSFT MICROSOFT CORP1.0K shares-2.98%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC1.5K shares33.30%2025-12-312026-02-13history
VWO VANGUARD INTL EQUITY INDEX F8.1K shares0.00%2025-12-312026-02-13history
Sponsored
IEMG ISHARES INC6.3K shares0.24%2025-12-312026-02-13history
XOM EXXON MOBIL CORP3.5K shares0.00%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.1.2K shares14.07%2025-12-312026-02-13history
TSLA TESLA INC815 shares-10.93%2025-12-312026-02-13history
IJR ISHARES TR2.9K shares0.00%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW364 shares0.00%2025-12-312026-02-13history
EMB ISHARES TR3.2K shares-10.46%2025-12-312026-02-13history
VNQ VANGUARD INDEX FUNDS3.3K shares0.09%2025-12-312026-02-13history
Sponsored
PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-12-312026-02-13history
DFAE DIMENSIONAL ETF TRUST8.5K shares3.00%2025-12-312026-02-13history
SCHX SCHWAB STRATEGIC TR10.2K shares0.00%2025-12-312026-02-13history
SCZ ISHARES TR3.5K shares0.00%2025-12-312026-02-13history
GE AEROSPACE GE AEROSPACE873 shares0.11%2025-12-312026-02-13history
META META PLATFORMS INC405 shares-2.41%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS826 shares0.00%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC2.8K shares0.00%2025-12-312026-02-13history
Sponsored
BMO BANK MONTREAL QUE1.7K shares0.00%2025-12-312026-02-13history
VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-13history
V VISA INC589 shares-1.34%2025-12-312026-02-13history
T AT&T INC7.7K shares0.00%2025-12-312026-02-13history
BSV VANGUARD BD INDEX FDS2.4K shares37.64%2025-12-312026-02-13history
DFSD DIMENSIONAL ETF TRUST3.9K shares3.84%2025-12-312026-02-13history
DFAI DIMENSIONAL ETF TRUST4.5K shares0.49%2025-12-312026-02-13history
UNP UNION PAC CORP718 shares-0.83%2025-12-312026-02-13history
Sponsored
BND VANGUARD BD INDEX FDS2.1K shares1.33%2025-12-312026-02-13history
CSCO CISCO SYS INC2.0K shares29.56%2025-12-312026-02-13history
UMBF UMB FINL CORP1.3K shares0.00%2025-12-312026-02-13history
SCHC SCHWAB STRATEGIC TR3.2K shares0.19%2025-12-312026-02-13history
IWN ISHARES TR810 shares0.00%2025-12-312026-02-13history
GEV GE VERNOVA INC215 shares0.00%2025-12-312026-02-13history
IWB ISHARES TR360 shares0.00%2025-12-312026-02-13history
PFE PFIZER INC5.3K shares0.00%2025-12-312026-02-13history
Sponsored
DIS DISNEY WALT CO1.2K shares0.00%2025-12-312026-02-13history
VCSH VANGUARD SCOTTSDALE FDS1.7K shares18.68%2025-12-312026-02-13history
SYK STRYKER CORPORATION360 shares0.00%2025-12-312026-02-13history
SCHG SCHWAB STRATEGIC TR3.8K shares0.00%2025-12-312026-02-13history
CVS CVS HEALTH CORP1.5K shares-9.05%2025-12-312026-02-13history
UNH UNITEDHEALTH GROUP INC355 shares-1.93%2025-12-312026-02-13history
VGLT VANGUARD SCOTTSDALE FDS2.1K shares159.33%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS185 shares0.54%2025-12-312026-02-13history
Sponsored
ADP AUTOMATIC DATA PROCESSING INC450 shares0.00%2025-12-312026-02-13history
VCLT VANGUARD SCOTTSDALE FDS1.4K shares134.25%2025-12-312026-02-13history
ABBV ABBVIE INC478 shares-2.05%2025-12-312026-02-13history
CSX CSX CORP2.9K shares0.00%2025-12-312026-02-13history
BP BP PLC3.0K shares0.00%2025-12-312026-02-13history
CGNX COGNEX CORP2.8K shares0.00%2025-12-312026-02-13history
TIP ISHARES TR878 shares0.00%2025-12-312026-02-13history
DFSE DIMENSIONAL ETF TRUST2.2K shares111.45%2025-12-312026-02-13history
Sponsored
VGK VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2025-12-312026-02-13history
BA BOEING CO398 shares-2.69%2025-12-312026-02-13history
SPYV SPDR SER TR1.5K shares0.00%2025-12-312026-02-13history
MDY SPDR S&P MIDCAP 400 ETF TR134 shares0.00%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR117 shares0.00%2025-12-312026-02-13history
CEG CONSTELLATION ENERGY CORP220 shares0.00%2025-12-312026-02-13history
SCHF SCHWAB STRATEGIC TR3.2K shares10.23%2025-12-312026-02-13history
MCD MCDONALDS CORP239 shares-2.45%2025-12-312026-02-13history
Sponsored
ICFI ICF INTL INC852 shares0.00%2025-12-312026-02-13history
YUM YUM BRANDS INC467 shares0.00%2025-12-312026-02-13history
DFAW DIMENSIONAL ETF TRUST951 shares63.12%2025-12-312026-02-13history
IWP ISHARES TR509 shares0.00%2025-12-312026-02-13history
DFSU DIMENSIONAL ETF TRUST1.6K shares257.30%2025-12-312026-02-13history
AMD ADVANCED MICRO DEVICES INC317 shares-3.94%2025-12-312026-02-13history
DFSB DIMENSIONAL ETF TRUST1.3K sharesnew addition2025-12-312026-02-13history
ADI ANALOG DEVICES INC241 shares-2.82%2025-12-312026-02-13history
Sponsored
ESRT EMPIRE ST RLTY TR INC10.0K shares0.00%2025-12-312026-02-13history
TFC TRUIST FINL CORP1.3K shares0.00%2025-12-312026-02-13history
TXN TEXAS INSTRS INC370 shares0.00%2025-12-312026-02-13history
VTI VANGUARD INDEX FDS187 shares-1.06%2025-12-312026-02-13history
CTSH COGNIZANT TECHNOLOGY SOLUTIO747 shares-1.84%2025-12-312026-02-13history
TT TRANE TECHNOLOGIES PLC150 shares0.00%2025-12-312026-02-13history
SCHA SCHWAB STRATEGIC TR1.9K shares0.21%2025-12-312026-02-13history
KR KROGER CO874 shares0.00%2025-12-312026-02-13history
Sponsored
DE DEERE & CO115 shares0.00%2025-12-312026-02-13history
CELESTICA INC CELESTICA INC180 shares0.00%2025-12-312026-02-13history
VZ VERIZON COMMUNICATIONS INC1.3K shares0.00%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC330 shares0.00%2025-12-312026-02-13history
VOOV VANGUARD ADMIRAL FDS INC250 shares0.00%2025-12-312026-02-13history
WBD WARNER BROS DISCOVERY INC1.8K shares0.00%2025-12-312026-02-13history
DELL DELL TECHNOLOGIES INC381 shares0.00%2025-12-312026-02-13history
DFSI DIMENSIONAL ETF TRUST1.1K sharesnew addition2025-12-312026-02-13history
Sponsored
AMT AMERICAN TOWER CORP NEW265 shares-52.42%2025-12-312026-02-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD150 shares0.00%2025-12-312026-02-13history
KHC KRAFT HEINZ CO1.9K shares0.00%2025-12-312026-02-13history
PTC PTC INC256 shares0.00%2025-12-312026-02-13history
EBAY EBAY INC.493 shares0.00%2025-12-312026-02-13history
VBR VANGUARD INDEX FDS192 shares0.00%2025-12-312026-02-13history
UPS UNITED PARCEL SERVICE INC392 shares-36.26%2025-12-312026-02-13history
FNDX SCHWAB STRATEGIC TR1.4K shares0.35%2025-12-312026-02-13history
Sponsored
BBT BERKSHIRE HILLS BANCORP INC1.4K shares0.00%2025-12-312026-02-13history
MO ALTRIA GROUP INC631 shares0.00%2025-12-312026-02-13history
TMUS T-MOBILE US INC175 shares0.00%2025-12-312026-02-13history
VEU VANGUARD INTL EQUITY INDEX F470 shares0.00%2025-12-312026-02-13history
AMGN AMGEN INC100 shares0.00%2025-12-312026-02-13history
CTVA CORTEVA INC472 shares0.00%2025-12-312026-02-13history
XLV SELECT SECTOR SPDR TR200 shares0.00%2025-12-312026-02-13history
VEA VANGUARD TAX-MANAGED FDS490 shares0.00%2025-12-312026-02-13history
Sponsored
IGV ISHARES TR280 shares0.00%2025-12-312026-02-13history
MFC MANULIFE FINL CORP810 shares-7.22%2025-12-312026-02-13history
EXE EXPAND ENERGY CORPORATION260 shares0.00%2025-12-312026-02-13history
VOT VANGUARD INDEX FDS102 shares0.00%2025-12-312026-02-13history
RTX RTX CORPORATION149 shares-33.78%2025-12-312026-02-13history
GSEW GOLDMAN SACHS ETF TR319 shares0.31%2025-12-312026-02-13history
REGN REGENERON PHARMACEUTICALS35 shares0.00%2025-12-312026-02-13history
Life & Banc Split Corp Life & Banc Split Corp2.5K shares0.00%2025-12-312026-02-13history
Sponsored
WDC WESTERN DIGITAL CORP150 shares0.00%2025-12-312026-02-13history
NVDY TIDAL TR II1.7K shares760.50%2025-12-312026-02-13history
FNDF SCHWAB STRATEGIC TR555 shares2.59%2025-12-312026-02-13history
MERCK & CO INC MERCK & CO INC235 shares-6.75%2025-12-312026-02-13history
INTC INTEL CORP666 shares0.00%2025-12-312026-02-13history
MPC MARATHON PETE CORP150 shares0.00%2025-12-312026-02-13history
BMY BRISTOL-MYERS SQUIBB CO450 shares0.00%2025-12-312026-02-13history
FNDA SCHWAB STRATEGIC TR767 shares0.39%2025-12-312026-02-13history
Sponsored
DAC DANAOS CORPORATION255 shares0.00%2025-12-312026-02-13history
GEHC GE HEALTHCARE TECHNOLOGIES288 shares0.00%2025-12-312026-02-13history
EQIX EQUINIX INC30 shares0.00%2025-12-312026-02-13history
MDLZ MONDELEZ INTL INC417 shares24.48%2025-12-312026-02-13history
SRE SEMPRA226 shares0.00%2025-12-312026-02-13history
IVE ISHARES TR94 shares-27.13%2025-12-312026-02-13history
LVS LAS VEGAS SANDS CORP300 shares0.00%2025-12-312026-02-13history
DFAU DIMENSIONAL ETF TRUST415 shares0.00%2025-12-312026-02-13history
Sponsored
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC472 shares0.00%2025-12-312026-02-13history
SDY SPDR SER TR135 shares0.00%2025-12-312026-02-13history
PYPL PAYPAL HLDGS INC310 shares0.32%2025-12-312026-02-13history
WFC WELLS FARGO CO NEW181 shares0.00%2025-12-312026-02-13history
VLO VALERO ENERGY CORP100 shares0.00%2025-12-312026-02-13history
GLD SPDR GOLD TR41 shares0.00%2025-12-312026-02-13history
AKAM AKAMAI TECHNOLOGIES INC170 shares25.00%2025-12-312026-02-13history
HON HONEYWELL INTL INC75 shares0.00%2025-12-312026-02-13history
Sponsored
VYM VANGUARD WHITEHALL FDS100 shares0.00%2025-12-312026-02-13history
SCHP SCHWAB STRATEGIC TR515 shares1.78%2025-12-312026-02-13history
FNDC SCHWAB STRATEGIC TR301 shares3.08%2025-12-312026-02-13history
NVDL GRANITESHARES ETF TR150 shares0.00%2025-12-312026-02-13history
SCHV SCHWAB STRATEGIC TR444 shares0.45%2025-12-312026-02-13history
EMR EMERSON ELEC CO95 shares0.00%2025-12-312026-02-13history
VIG VANGUARD SPECIALIZED FUNDS52 shares0.00%2025-12-312026-02-13history
IR INGERSOLL RAND INC132 shares0.00%2025-12-312026-02-13history
Sponsored
SCHB SCHWAB STRATEGIC TR389 shares0.52%2025-12-312026-02-13history
DOW DOW INC427 shares-9.53%2025-12-312026-02-13history
KVUE KENVUE INC570 shares0.00%2025-12-312026-02-13history
LINDE PLC LINDE PLC23 shares0.00%2025-12-312026-02-13history
FNDB SCHWAB STRATEGIC TR360 shares0.00%2025-12-312026-02-13history
SHEL SHELL PLC130 shares0.00%2025-12-312026-02-13history
IWM ISHARES TR38 shares0.00%2025-12-312026-02-13history
VLTO VERALTO CORP86 shares0.00%2025-12-312026-02-13history
Sponsored
DLS WISDOMTREE TR86 shares0.00%2025-12-312026-02-13history
VAC MARRIOTT VACATIONS WORLDWIDE120 shares0.00%2025-12-312026-02-13history
RIVN RIVIAN AUTOMOTIVE INC350 shares0.00%2025-12-312026-02-13history
ETR ENTERGY CORP NEW66 shares0.00%2025-12-312026-02-13history
PGR PROGRESSIVE CORP26 shares0.00%2025-12-312026-02-13history
AEGON LTD AEGON LTD714 shares0.00%2025-12-312026-02-13history
ASML ASML HOLDING N V5 shares0.00%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC16 shares-30.43%2025-12-312026-02-13history
Sponsored
ICF ISHARES TR78 shares0.00%2025-12-312026-02-13history
QSI QUANTUM SI INC3.7K shares0.00%2025-12-312026-02-13history
MSTR MICROSTRATEGY INC25 shares0.00%2025-12-312026-02-13history
CARR CARRIER GLOBAL CORPORATION54 shares0.00%2025-12-312026-02-13history
HD HOME DEPOT INC8 shares-38.46%2025-12-312026-02-13history
NTRS NORTHERN TR CORP20 shares0.00%2025-12-312026-02-13history
KD KYNDRYL HLDGS INC92 shares0.00%2025-12-312026-02-13history
OTIS OTIS WORLDWIDE CORP27 shares0.00%2025-12-312026-02-13history
Sponsored
CC CHEMOURS CO200 shares0.00%2025-12-312026-02-13history
DUSB DIMENSIONAL ETF TRUST44 shares2.33%2025-12-312026-02-13history
WAB WABTEC9 shares0.00%2025-12-312026-02-13history
AURORA CANNABIS INC AURORA CANNABIS INC400 shares0.00%2025-12-312026-02-13history
ADBE ADOBE INC4 shares-42.86%2025-12-312026-02-13history
DEO DIAGEO PLC16 shares0.00%2025-12-312026-02-13history
EQT CORP EQT CORP25 shares0.00%2025-12-312026-02-13history
OXY OCCIDENTAL PETE CORP31 shares0.00%2025-12-312026-02-13history
Sponsored
XRAY DENTSPLY SIRONA INC100 shares0.00%2025-12-312026-02-13history
MJ AMPLIFY ETF TR34 shares0.00%2025-12-312026-02-13history
NVRI ENVIRI CORP56 shares0.00%2025-12-312026-02-13history
VTRS VIATRIS INC74 shares0.00%2025-12-312026-02-13history
BYND BEYOND MEAT INC800 shares0.00%2025-12-312026-02-13history
DGCB DIMENSIONAL ETF TRUST10 shares0.00%2025-12-312026-02-13history
QQQM INVESCO EXCH TRADED FD TR II2 shares0.00%2025-12-312026-02-13history
CANOPY GROWTH CORP CANOPY GROWTH CORP400 shares0.00%2025-12-312026-02-13history
Sponsored
DNOW DNOW INC31 shares0.00%2025-12-312026-02-13history
ALLO ALLOGENE THERAPEUTICS INC192 shares0.00%2025-12-312026-02-13history
OGN ORGANON & CO20 shares-64.29%2025-12-312026-02-13history
OXY.WS OCCIDENTAL PETE CORP3 shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available