The Analysis of PINNEY & SCOFIELD, INC.'s Holdings
Currently, PINNEY & SCOFIELD, INC. holds 217 types of securities in its portfolio with a total value $161.1M. In the most recent quarter, they have increased their positions in DFIP (+42.3K shares, valued at $1.8M), DFAR (+51.7K shares, valued at $1.2M), DFSV (+29.2K shares, valued at $931.0K); decreased their positions in AAPL (-2.0K shares, valued at $517.2K), DFUV (-1.8K shares, valued at $82.0K), KR (-874 shares, valued at $58.9K); initiated new positions in DUSB (+43 shares, valued at $2.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFIV DIMENSIONAL ETF TRUST430.5K shares1.25%2025-09-302025-11-13
DFAS DIMENSIONAL ETF TRUST276.8K shares1.69%2025-09-302025-11-13 DFIP DIMENSIONAL ETF TRUST442.6K shares10.57%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST325.4K shares-0.56%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST184.0K shares-0.24%2025-09-302025-11-13 DISV DIMENSIONAL ETF TRUST235.7K shares1.59%2025-09-302025-11-13 DFAR DIMENSIONAL ETF TRUST333.4K shares18.34%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST189.3K shares18.27%2025-09-302025-11-13 LLY ELI LILLY & CO7.4K shares0.00%2025-09-302025-11-13 AAPL APPLE INC22.0K shares-8.44%2025-09-302025-11-13 DFLV DIMENSIONAL ETF TRUST117.8K shares7.90%2025-09-302025-11-13 DFIS DIMENSIONAL ETF TRUST121.5K shares1.97%2025-09-302025-11-13 NVDA NVIDIA CORPORATION18.7K shares1.08%2025-09-302025-11-13 BLV VANGUARD BD INDEX FDS39.6K shares37.99%2025-09-302025-11-13 DIHP DIMENSIONAL ETF TRUST89.4K shares8.63%2025-09-302025-11-13 VPL VANGUARD INTL EQUITY INDEX F21.6K shares-0.64%2025-09-302025-11-13 DFEM DIMENSIONAL ETF TRUST51.7K shares3.71%2025-09-302025-11-13 DFEV DIMENSIONAL ETF TRUST44.8K shares1.36%2025-09-302025-11-13 SUB ISHARES TR11.0K shares-4.06%2025-09-302025-11-13 IEFA ISHARES TR13.4K shares-0.36%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST26.3K shares22.84%2025-09-302025-11-13 IWR ISHARES TR10.6K shares0.00%2025-09-302025-11-13 VUG VANGUARD INDEX FDS1.7K shares-1.92%2025-09-302025-11-13 IJH ISHARES TR12.8K shares0.00%2025-09-302025-11-13 IVV ISHARES TR1.1K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC2.4K shares0.00%2025-09-302025-11-13 MSFT MICROSOFT CORP1.0K shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC2.3K shares0.00%2025-09-302025-11-13 DEHP DIMENSIONAL ETF TRUST16.2K shares5.60%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL918 shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F8.1K shares0.00%2025-09-302025-11-13 IEMG ISHARES INC6.3K shares0.00%2025-09-302025-11-13 TSLA TESLA INC915 shares1.67%2025-09-302025-11-13 XOM EXXON MOBIL CORP3.5K shares0.00%2025-09-302025-11-13 IJR ISHARES TR2.9K shares0.00%2025-09-302025-11-13 EMB ISHARES TR3.6K shares0.00%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW364 shares0.00%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-09-302025-11-13 META META PLATFORMS INC415 shares0.00%2025-09-302025-11-13 VNQ VANGUARD INDEX FUNDS3.3K shares0.09%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR10.2K shares0.00%2025-09-302025-11-13 SCZ ISHARES TR3.5K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC1.1K shares0.00%2025-09-302025-11-13 GE GE AEROSPACE872 shares0.11%2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST8.2K shares0.69%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS826 shares0.12%2025-09-302025-11-13 BMO BANK MONTREAL QUE1.7K shares0.00%2025-09-302025-11-13 T AT&T INC7.7K shares0.00%2025-09-302025-11-13 NEE NEXTERA ENERGY INC2.8K shares0.00%2025-09-302025-11-13 V VISA INC597 shares0.00%2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST3.7K shares30.49%2025-09-302025-11-13 UNP UNION PAC CORP724 shares0.00%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST4.5K shares0.29%2025-09-302025-11-13 UMBF UMB FINL CORP1.3K shares0.00%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS2.1K shares11.84%2025-09-302025-11-13 SCHC SCHWAB STRATEGIC TR3.2K shares0.00%2025-09-302025-11-13 IWN ISHARES TR810 shares0.00%2025-09-302025-11-13 PFE PFIZER INC5.3K shares0.00%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS1.7K shares0.41%2025-09-302025-11-13 SYK STRYKER CORPORATION360 shares0.00%2025-09-302025-11-13 DIS DISNEY WALT CO1.2K shares0.00%2025-09-302025-11-13 GEV GE VERNOVA INC215 shares0.00%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING INC450 shares0.00%2025-09-302025-11-13 IWB ISHARES TR360 shares0.00%2025-09-302025-11-13 CGNX COGNEX CORP2.8K shares-19.76%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC362 shares0.00%2025-09-302025-11-13 CVS CVS HEALTH CORP1.7K shares-16.40%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR3.8K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC488 shares0.00%2025-09-302025-11-13 VOO VANGUARD INDEX FDS184 shares0.55%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS1.4K shares59.09%2025-09-302025-11-13 CSCO CISCO SYS INC1.6K shares0.00%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW557 shares0.00%2025-09-302025-11-13 CSX CSX CORP2.9K shares0.00%2025-09-302025-11-13 BP BP PLC3.0K shares0.00%2025-09-302025-11-13 TIP ISHARES TR878 shares0.00%2025-09-302025-11-13 BA BOEING CO409 shares0.00%2025-09-302025-11-13 SPYV SPDR SER TR1.5K shares0.00%2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F1.0K shares0.10%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR134 shares0.00%2025-09-302025-11-13 ICFI ICF INTL INC852 shares0.00%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR117 shares0.00%2025-09-302025-11-13 ESRT EMPIRE ST RLTY TR INC10.0K shares0.00%2025-09-302025-11-13 MCD MCDONALDS CORP245 shares-2.00%2025-09-302025-11-13 IWP ISHARES TR509 shares0.00%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP220 shares0.00%2025-09-302025-11-13 YUM YUM BRANDS INC467 shares0.00%2025-09-302025-11-13 TXN TEXAS INSTRS INC370 shares0.00%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR2.9K shares8.22%2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC150 shares0.00%2025-09-302025-11-13 VTI VANGUARD INDEX FDS189 shares142.31%2025-09-302025-11-13 ADI ANALOG DEVICES INC248 shares-2.36%2025-09-302025-11-13 TFC TRUIST FINL CORP1.3K shares0.00%2025-09-302025-11-13 KR KROGER CO874 shares-50.00%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC1.3K shares0.00%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC381 shares0.00%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR1.9K shares0.16%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC330 shares0.00%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC330 shares73.68%2025-09-302025-11-13 DE DEERE & CO115 shares0.00%2025-09-302025-11-13 PTC PTC INC256 shares0.00%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC615 shares47.13%2025-09-302025-11-13 CTSH COGNIZANT TECHNOLOGY SOLUTIO761 shares0.00%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC250 shares0.00%2025-09-302025-11-13 KHC KRAFT HEINZ CO1.9K shares0.00%2025-09-302025-11-13 VCLT VANGUARD SCOTTSDALE FDS616 shares1.48%2025-09-302025-11-13 VGLT VANGUARD SCOTTSDALE FDS804 shares1.13%2025-09-302025-11-13 EBAY EBAY INC.493 shares0.00%2025-09-302025-11-13 CLS CELESTICA INC180 shares20.00%2025-09-302025-11-13 DFSE DIMENSIONAL ETF TRUST1.0K shares0.00%2025-09-302025-11-13 DFAW DIMENSIONAL ETF TRUST583 shares30.72%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD150 shares50.00%2025-09-302025-11-13 TMUS T-MOBILE US INC175 shares0.00%2025-09-302025-11-13 MO ALTRIA GROUP INC631 shares0.00%2025-09-302025-11-13 VBR VANGUARD INDEX FDS192 shares0.00%2025-09-302025-11-13 RTX RTX CORPORATION225 shares0.00%2025-09-302025-11-13 FNDX SCHWAB STRATEGIC TR1.4K shares0.36%2025-09-302025-11-13 DD DUPONT DE NEMOURS INC472 shares0.00%2025-09-302025-11-13 FENI FIDELITY COVINGTON TRUST1.0K shares0.49%2025-09-302025-11-13 ES EVERSOURCE ENERGY490 shares-15.52%2025-09-302025-11-13 WBD WARNER BROS DISCOVERY INC1.8K shares-4.40%2025-09-302025-11-13 BBT BERKSHIRE HILLS BANCORP INC1.4K shares682.16%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F470 shares123.81%2025-09-302025-11-13 IGV ISHARES TR280 shares0.00%2025-09-302025-11-13 CTVA CORTEVA INC472 shares0.00%2025-09-302025-11-13 VOT VANGUARD INDEX FDS102 shares0.99%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS490 shares0.00%2025-09-302025-11-13 MPC MARATHON PETE CORP150 shares0.00%2025-09-302025-11-13 AMGN AMGEN INC100 shares0.00%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR200 shares0.00%2025-09-302025-11-13 EXE EXPAND ENERGY CORPORATION260 shares0.00%2025-09-302025-11-13 MFC MANULIFE FINL CORP873 shares0.00%2025-09-302025-11-13 GSEW GOLDMAN SACHS ETF TR318 shares0.32%2025-09-302025-11-13 IVE ISHARES TR129 shares-3.01%2025-09-302025-11-13 FNDA SCHWAB STRATEGIC TR764 shares0.39%2025-09-302025-11-13 EQIX EQUINIX INC30 shares0.00%2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR541 shares0.00%2025-09-302025-11-13 DAC DANAOS CORPORATION255 shares0.00%2025-09-302025-11-13 INTC INTEL CORP666 shares-33.13%2025-09-302025-11-13 GEHC GE HEALTHCARE TECHNOLOGIES288 shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC252 shares0.00%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC335 shares0.00%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC309 shares0.00%2025-09-302025-11-13 SRE SEMPRA226 shares0.00%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO450 shares0.00%2025-09-302025-11-13 REGN REGENERON PHARMACEUTICALS35 shares0.00%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST415 shares0.00%2025-09-302025-11-13 DFSU DIMENSIONAL ETF TRUST445 shares4.46%2025-09-302025-11-13 SDY SPDR SER TR135 shares0.00%2025-09-302025-11-13 WDC WESTERN DIGITAL CORP150 shares50.00%2025-09-302025-11-13 CMCSA COMCAST CORP NEW550 shares0.00%2025-09-302025-11-13 VLO VALERO ENERGY CORP100 shares0.00%2025-09-302025-11-13 LVS LAS VEGAS SANDS CORP300 shares0.00%2025-09-302025-11-13 HON HONEYWELL INTL INC75 shares0.00%2025-09-302025-11-13 WFC WELLS FARGO CO NEW181 shares0.00%2025-09-302025-11-13 CNC CENTENE CORP DEL410 shares0.00%2025-09-302025-11-13 GLD SPDR GOLD TR41 shares0.00%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS100 shares0.00%2025-09-302025-11-13 NVDL GRANITESHARES ETF TR150 shares0.00%2025-09-302025-11-13 SCHP SCHWAB STRATEGIC TR506 shares1.00%2025-09-302025-11-13 DG DOLLAR GEN CORP NEW126 shares0.00%2025-09-302025-11-13 FNDC SCHWAB STRATEGIC TR292 shares0.00%2025-09-302025-11-13 HUM HUMANA INC50 shares0.00%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR442 shares0.68%2025-09-302025-11-13 EMR EMERSON ELEC CO95 shares0.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS52 shares0.00%2025-09-302025-11-13 LIN LINDE PLC23 shares0.00%2025-09-302025-11-13 IR INGERSOLL RAND INC132 shares0.00%2025-09-302025-11-13 DOW DOW INC472 shares0.00%2025-09-302025-11-13 AKAM AKAMAI TECHNOLOGIES INC136 shares60.00%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR387 shares0.26%2025-09-302025-11-13 SHEL SHELL PLC130 shares0.00%2025-09-302025-11-13 FNDB SCHWAB STRATEGIC TR360 shares0.00%2025-09-302025-11-13 KVUE KENVUE INC570 shares0.00%2025-09-302025-11-13 IWM ISHARES TR38 shares0.00%2025-09-302025-11-13 VLTO VERALTO CORP86 shares0.00%2025-09-302025-11-13 ETN EATON CORP PLC23 shares0.00%2025-09-302025-11-13 MSTR MICROSTRATEGY INC25 shares0.00%2025-09-302025-11-13 VAC MARRIOTT VACATIONS WORLDWIDE120 shares0.00%2025-09-302025-11-13 DLS WISDOMTREE TR86 shares0.00%2025-09-302025-11-13 PGR PROGRESSIVE CORP26 shares0.00%2025-09-302025-11-13 ETR ENTERGY CORP NEW66 shares0.00%2025-09-302025-11-13 AEG AEGON LTD714 shares0.00%2025-09-302025-11-13 HD HOME DEPOT INC13 shares0.00%2025-09-302025-11-13 QSI QUANTUM SI INC3.7K shares0.00%2025-09-302025-11-13 RIVN RIVIAN AUTOMOTIVE INC350 shares0.00%2025-09-302025-11-13 ASML ASML HOLDING N V5 shares0.00%2025-09-302025-11-13 LIT GLOBAL X FDS85 shares-54.05%2025-09-302025-11-13 ICF ISHARES TR78 shares0.00%2025-09-302025-11-13 NVDY TIDAL TR II200 shares0.00%2025-09-302025-11-13 CARR CARRIER GLOBAL CORPORATION54 shares0.00%2025-09-302025-11-13 CC CHEMOURS CO200 shares0.00%2025-09-302025-11-13 KD KYNDRYL HLDGS INC92 shares0.00%2025-09-302025-11-13 NTRS NORTHERN TR CORP20 shares0.00%2025-09-302025-11-13 OTIS OTIS WORLDWIDE CORP27 shares0.00%2025-09-302025-11-13 ADBE ADOBE INC7 shares-30.00%2025-09-302025-11-13 SMCI SUPER MICRO COMPUTER INC50 shares0.00%2025-09-302025-11-13 ACB AURORA CANNABIS INC400 shares0.00%2025-09-302025-11-13 DUSB DIMENSIONAL ETF TRUST43 sharesnew addition2025-09-302025-11-13 WAB WABTEC9 shares0.00%2025-09-302025-11-13 DEO DIAGEO PLC16 shares0.00%2025-09-302025-11-13 BYND BEYOND MEAT INC800 shares0.00%2025-09-302025-11-13 OXY OCCIDENTAL PETE CORP31 shares0.00%2025-09-302025-11-13 EQT EQT CORP25 shares0.00%2025-09-302025-11-13 MJ AMPLIFY ETF TR34 shares0.00%2025-09-302025-11-13 XRAY DENTSPLY SIRONA INC100 shares0.00%2025-09-302025-11-13 VTRS VIATRIS INC74 shares0.00%2025-09-302025-11-13 NVRI ENVIRI CORP56 shares0.00%2025-09-302025-11-13 OGN ORGANON & CO56 shares0.00%2025-09-302025-11-13 CGC CANOPY GROWTH CORP400 shares0.00%2025-09-302025-11-13 DGCB DIMENSIONAL ETF TRUST10 shares0.00%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II2 shares0.00%2025-09-302025-11-13 DNOW DNOW INC31 shares0.00%2025-09-302025-11-13 ALLO ALLOGENE THERAPEUTICS INC192 shares0.00%2025-09-302025-11-13 OXY.WS OCCIDENTAL PETE CORP3 shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available