PINNEY & SCOFIELD, INC.

Est. AUM

$185.4M

13F long equity, this entity only

Positions

243

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INFLATION PROTE	$23.6M	564887	12.71%	SOLE
2	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$22.4M	424833	12.09%	SOLE
3	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.8M	292372	11.21%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$15.4M	317449	8.30%	SOLE
5	DIMENSIONAL ETF TRUST	US TARGETED VLU	$11.2M	179854	6.06%	SOLE
6	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$10.2M	431323	5.50%	SOLE
7	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.6M	244163	5.19%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$7.3M	207985	3.93%	SOLE
9	ELI LILLY & CO	COM	$6.8M	7379	3.66%	SOLE
10	APPLE INC	COM	$5.7M	22472	3.08%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$5.3M	149453	2.88%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$4.5M	132850	2.41%	SOLE
13	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$3.6M	111509	1.94%	SOLE
14	NVIDIA CORPORATION	COM	$3.2M	18538	1.74%	SOLE
15	VANGUARD BD INDEX FDS	LONG TERM BOND	$3.2M	46118	1.71%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$2.1M	21791	1.15%	SOLE
17	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.8M	51929	0.97%	SOLE
18	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.7M	47098	0.91%	SOLE
19	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.6M	37473	0.85%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	3468	0.82%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$1.2M	13103	0.64%	SOLE
22	ISHARES TR	SHRT NAT MUN ETF	$1.2M	10985	0.63%	SOLE
23	ISHARES TR	RUS MID CAP ETF	$1.0M	10760	0.56%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$863K	12780	0.47%	SOLE
25	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$841K	24899	0.45%	SOLE
26	ISHARES TR	CORE S&P500 ETF	$824K	1261	0.44%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.39%	SOLE
28	ALPHABET INC	CAP STK CL A	$700K	2434	0.38%	SOLE
29	EXXON MOBIL CORP	COM	$586K	3455	0.32%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	1002	0.26%	SOLE
31	AMAZON COM INC	COM	$471K	2260	0.25%	SOLE
32	ISHARES INC	CORE MSCI EMKT	$442K	6344	0.24%	SOLE
33	ALPHABET INC	CAP STK CL C	$418K	1457	0.23%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$416K	7700	0.22%	SOLE
35	MICROSOFT CORP	COM	$374K	1011	0.20%	SOLE
36	COSTCO WHSL CORP NEW	COM	$363K	364	0.20%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$361K	2904	0.19%	SOLE
38	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$358K	4785	0.19%	SOLE
39	JPMORGAN CHASE & CO.	COM	$355K	1208	0.19%	SOLE
40	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$343K	6203	0.18%	SOLE
41	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$317K	9374	0.17%	SOLE
42	ISHARES TR	JPMORGAN USD EMG	$299K	3186	0.16%	SOLE
43	VANGUARD INDEX FUNDS	REAL ESTATE ETF	$290K	3268	0.16%	SOLE
44	PROCTER AND GAMBLE CO	COM	$289K	1998	0.16%	SOLE
45	SCHWAB STRATEGIC TR	US LRG CAP ETF	$261K	10197	0.14%	SOLE
46	NEXTERA ENERGY INC	COM	$260K	2800	0.14%	SOLE
47	GE AEROSPACE	COM NEW	$248K	873	0.13%	SOLE
48	TESLA INC	COM	$238K	640	0.13%	SOLE
49	META PLATFORMS INC	CL A	$232K	405	0.13%	SOLE
50	BANK MONTREAL QUE	COM	$230K	1700	0.12%	SOLE

1–50 of 243

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.