Sponsored

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

Currently, PINNEY & SCOFIELD, INC. holds 243 types of securities in its portfolio with a total value $185.4M. In the most recent quarter, they have increased their positions in DFIP (+44.4K shares, valued at $1.9M), DFAR (+57.9K shares, valued at $1.4M), BRK.A (+1 shares, valued at $718.1K); decreased their positions in DFIV (-8.4K shares, valued at $444.2K), DFUV (-2.0K shares, valued at $99.3K), SCZ (-1.1K shares, valued at $84.8K); initiated new positions in BRK.A (+1 shares, valued at $718.1K), CME (+498 shares, valued at $147.1K), AGG (+1.2K shares, valued at $118.3K).

1M P&L

+5.4M+2.92%

3M P&L

-806.8K-0.42%

HY P&L

+16.2M+9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A148.4M

85.3%

2Drug Manufacturers - General8.2M

4.7%

3Consumer Electronics6.2M

3.5%

Top Industries by Stock Count

1N/A89 stocks

45.2%

2Drug Manufacturers - General6 stocks

3.0%

3Semiconductors6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIP DIMENSIONAL ETF TRUST564.9K shares8.54%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST424.8K shares-1.94%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST292.4K shares1.40%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST317.4K shares-0.64%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST179.9K shares-0.43%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST431.3K shares15.51%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST244.2K shares-0.71%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST208.0K shares6.18%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO7.4K shares0.00%2026-03-312026-05-15

AAPL APPLE INC22.5K shares-0.99%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST149.5K shares3.53%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST132.8K shares0.42%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST111.5K shares9.01%2026-03-312026-05-15

NVDA NVIDIA CORPORATION18.5K shares-0.13%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS46.1K shares0.43%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F21.8K shares5.42%2026-03-312026-05-15

Sponsored

DFEM DIMENSIONAL ETF TRUST51.9K shares0.53%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST47.1K shares5.27%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST37.5K shares23.44%2026-03-312026-05-15

VUG VANGUARD INDEX FDS3.5K shares55.10%2026-03-312026-05-15

IEFA ISHARES TR13.1K shares0.00%2026-03-312026-05-15

SUB ISHARES TR11.0K shares0.00%2026-03-312026-05-15

IWR ISHARES TR10.8K shares1.51%2026-03-312026-05-15

IJH ISHARES TR12.8K shares0.00%2026-03-312026-05-15

Sponsored

DEHP DIMENSIONAL ETF TRUST24.9K shares0.66%2026-03-312026-05-15

IVV ISHARES TR1.3K shares11.20%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.4K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP3.5K shares-0.29%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC2.3K shares0.00%2026-03-312026-05-15

IEMG ISHARES INC6.3K shares0.79%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F7.7K shares-5.35%2026-03-312026-05-15

MSFT MICROSOFT CORP1.0K shares0.00%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW364 shares0.00%2026-03-312026-05-15

IJR ISHARES TR2.9K shares0.00%2026-03-312026-05-15

VCLT VANGUARD SCOTTSDALE FDS4.8K shares231.60%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO.1.2K shares0.00%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS6.2K shares197.51%2026-03-312026-05-15

Sponsored

DFAE DIMENSIONAL ETF TRUST9.4K shares10.69%2026-03-312026-05-15

EMB ISHARES TR3.2K shares0.00%2026-03-312026-05-15

VNQ VANGUARD INDEX FUNDS3.3K shares0.09%2026-03-312026-05-15

PG PROCTER AND GAMBLE CO2.0K shares0.00%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR10.2K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.8K shares0.00%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE873 shares0.00%2026-03-312026-05-15

TSLA TESLA INC640 shares-21.47%2026-03-312026-05-15

Sponsored

META META PLATFORMS INC405 shares0.00%2026-03-312026-05-15

BMO BANK MONTREAL QUE1.7K shares0.00%2026-03-312026-05-15

T AT&T INC7.7K shares0.00%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST5.6K shares24.91%2026-03-312026-05-15

UMBF UMB FINL CORP1.8K shares36.78%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST4.3K shares11.05%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS827 shares0.12%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS2.6K shares20.28%2026-03-312026-05-15

Sponsored

BSV VANGUARD BD INDEX FDS2.4K shares2.21%2026-03-312026-05-15

VTV VANGUARD INDEX FDS960 shares-13.90%2026-03-312026-05-15

GEV GE VERNOVA INC215 shares0.00%2026-03-312026-05-15

SCZ ISHARES TR2.4K shares-31.14%2026-03-312026-05-15

V VISA INC589 shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP718 shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC2.0K shares0.00%2026-03-312026-05-15

IWN ISHARES TR810 shares0.00%2026-03-312026-05-15

Sponsored

PFE PFIZER INC5.3K shares0.00%2026-03-312026-05-15

CME CME GROUP INC498 sharesnew addition2026-03-312026-05-15

BP BP PLC3.0K shares0.00%2026-03-312026-05-15

CGNX COGNEX CORP2.8K shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR2.6K shares-18.73%2026-03-312026-05-15

CSX CSX CORP2.9K shares0.00%2026-03-312026-05-15

AGG ISHARES TR1.2K sharesnew addition2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION360 shares0.00%2026-03-312026-05-15

DIS DISNEY WALT CO1.2K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS186 shares0.54%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR3.8K shares0.00%2026-03-312026-05-15

CVS CVS HEALTH CORP1.5K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC478 shares0.00%2026-03-312026-05-15

TIP ISHARES TR878 shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC355 shares0.00%2026-03-312026-05-15

Sponsored

DFSE DIMENSIONAL ETF TRUST2.2K shares0.05%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING INC450 shares0.00%2026-03-312026-05-15

DFAW DIMENSIONAL ETF TRUST1.2K shares27.13%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-05-15

SPYV SPDR SER TR1.5K shares0.00%2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF TR134 shares0.00%2026-03-312026-05-15

IWB ISHARES TR225 shares-37.50%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR3.2K shares0.00%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC241 shares0.00%2026-03-312026-05-15

SPY SPDR S&P 500 ETF TR117 shares0.00%2026-03-312026-05-15

DFSB DIMENSIONAL ETF TRUST1.5K shares12.70%2026-03-312026-05-15

MCD MCDONALDS CORP239 shares0.00%2026-03-312026-05-15

BA BOEING CO367 shares-7.79%2026-03-312026-05-15

YUM YUM BRANDS INC467 shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC370 shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC1.3K shares0.00%2026-03-312026-05-15

Sponsored

IWP ISHARES TR509 shares0.00%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC381 shares0.00%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC150 shares0.00%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP220 shares0.00%2026-03-312026-05-15

TFC TRUIST FINL CORP1.3K shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS187 shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS196 sharesnew addition2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR1.9K shares0.05%2026-03-312026-05-15

Sponsored

ICFI ICF INTL INC852 shares0.00%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC330 shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC267 shares-15.77%2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST1.3K shares-18.43%2026-03-312026-05-15

ESRT EMPIRE ST RLTY TR INC10.0K shares0.00%2026-03-312026-05-15

KHC KRAFT HEINZ CO2.3K shares24.64%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC250 shares0.00%2026-03-312026-05-15

CELESTICA INC CELESTICA INC180 shares0.00%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD150 shares0.00%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC1.8K shares0.00%2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO747 shares0.00%2026-03-312026-05-15

AMT AMERICAN TOWER CORP NEW265 shares0.00%2026-03-312026-05-15

EBAY EBAY INC.493 shares0.00%2026-03-312026-05-15

BBT BERKSHIRE HILLS BANCORP INC1.4K shares0.00%2026-03-312026-05-15

CAH CARDINAL HEALTH INC200 sharesnew addition2026-03-312026-05-15

DE DEERE & CO75 shares-34.78%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC631 shares0.00%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS648 shares32.24%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP150 shares0.00%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST420 sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR1.4K shares0.35%2026-03-312026-05-15

CTVA CORTEVA INC472 shares0.00%2026-03-312026-05-15

UPS UNITED PARCEL SERVICE INC392 shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC175 shares0.00%2026-03-312026-05-15

Sponsored

MPC MARATHON PETE CORP150 shares0.00%2026-03-312026-05-15

PTC PTC INC256 shares0.00%2026-03-312026-05-15

ADM ARCHER DANIELS MIDLAND CO500 sharesnew addition2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F470 shares0.00%2026-03-312026-05-15

AMGN AMGEN INC100 shares0.00%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS331 sharesnew addition2026-03-312026-05-15

DFSI DIMENSIONAL ETF TRUST741 shares-33.42%2026-03-312026-05-15

EQIX EQUINIX INC30 shares0.00%2026-03-312026-05-15

Sponsored

INTC INTEL CORP666 shares0.00%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR200 shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION149 shares0.00%2026-03-312026-05-15

DAC DANAOS CORPORATION255 shares0.00%2026-03-312026-05-15

EXE EXPAND ENERGY CORPORATION260 shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC235 shares0.00%2026-03-312026-05-15

MFC MANULIFE FINL CORP810 shares0.00%2026-03-312026-05-15

IUSB ISHARES TR593 sharesnew addition2026-03-312026-05-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO450 shares0.00%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR555 shares0.00%2026-03-312026-05-15

GSEW GOLDMAN SACHS ETF TR320 shares0.31%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS35 shares0.00%2026-03-312026-05-15

USHY ISHARES TR723 sharesnew addition2026-03-312026-05-15

Life & Banc Split Corp Life & Banc Split Corp2.5K shares0.00%2026-03-312026-05-15

VOT VANGUARD INDEX FDS102 shares0.00%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR583 sharesnew addition2026-03-312026-05-15

Sponsored

FNDA SCHWAB STRATEGIC TR768 shares0.13%2026-03-312026-05-15

VLO VALERO ENERGY CORP100 shares0.00%2026-03-312026-05-15

FTGC FIRST TR EXCHANGE TRAD FD VI859 sharesnew addition2026-03-312026-05-15

MDLZ MONDELEZ INTL INC417 shares0.00%2026-03-312026-05-15

VB VANGUARD INDEX FDS91 sharesnew addition2026-03-312026-05-15

IGV ISHARES TR280 shares0.00%2026-03-312026-05-15

SRE SEMPRA226 shares0.00%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC472 shares0.00%2026-03-312026-05-15

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES288 shares0.00%2026-03-312026-05-15

LQD ISHARES TR186 sharesnew addition2026-03-312026-05-15

SDY SPDR SER TR135 shares0.00%2026-03-312026-05-15

IVE ISHARES TR91 shares-3.19%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST415 shares0.00%2026-03-312026-05-15

DOW DOW INC427 shares0.00%2026-03-312026-05-15

GLD SPDR GOLD TR41 shares0.00%2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD1.0K sharesnew addition2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC55 sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC75 shares0.00%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP300 shares0.00%2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC139 shares-18.24%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS100 shares0.00%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC311 shares0.32%2026-03-312026-05-15

FNDC SCHWAB STRATEGIC TR301 shares0.00%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR515 shares0.00%2026-03-312026-05-15

Sponsored

SCHV SCHWAB STRATEGIC TR446 shares0.45%2026-03-312026-05-15

ABT ABBOTT LABORATORIES132 sharesnew addition2026-03-312026-05-15

EMR EMERSON ELEC CO95 shares0.00%2026-03-312026-05-15

SHEL SHELL PLC130 shares0.00%2026-03-312026-05-15

LINDE PLC LINDE PLC23 shares0.00%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS53 shares1.92%2026-03-312026-05-15

NVDL GRANITESHARES ETF TR150 shares0.00%2026-03-312026-05-15

IR INGERSOLL RAND INC132 shares0.00%2026-03-312026-05-15

Sponsored

AMBA AMBARELLA INC200 sharesnew addition2026-03-312026-05-15

KVUE KENVUE INC570 shares0.00%2026-03-312026-05-15

FNDB SCHWAB STRATEGIC TR360 shares0.00%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR390 shares0.26%2026-03-312026-05-15

IWM ISHARES TR38 shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC73 sharesnew addition2026-03-312026-05-15

VAC MARRIOTT VACATIONS WORLDWIDE120 shares0.00%2026-03-312026-05-15

VLTO VERALTO CORP86 shares0.00%2026-03-312026-05-15

Sponsored

ETR ENTERGY CORP NEW66 shares0.00%2026-03-312026-05-15

DLS WISDOMTREE TR86 shares0.00%2026-03-312026-05-15

ASML ASML HOLDING N V5 shares0.00%2026-03-312026-05-15

WFC WELLS FARGO CO NEW82 shares-54.70%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS131 sharesnew addition2026-03-312026-05-15

ARM ARM HOLDINGS PLC40 sharesnew addition2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC16 shares0.00%2026-03-312026-05-15

SLV ISHARES SILVER TR80 sharesnew addition2026-03-312026-05-15

Sponsored

RIVN RIVIAN AUTOMOTIVE INC350 shares0.00%2026-03-312026-05-15

AEGON LTD AEGON LTD714 shares0.00%2026-03-312026-05-15

PGR PROGRESSIVE CORP26 shares0.00%2026-03-312026-05-15

ICF ISHARES TR78 shares0.00%2026-03-312026-05-15

CC CHEMOURS CO200 shares0.00%2026-03-312026-05-15

ARITZIA INC-SUBORDINATE VOTI ARITZIA INC-SUBORDINATE VOTI50 sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC4 sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC30 sharesnew addition2026-03-312026-05-15

Sponsored

CRSP CRISPR THERAPEUTICS AG75 sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC29 sharesnew addition2026-03-312026-05-15

MSTR MICROSTRATEGY INC25 shares0.00%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION54 shares0.00%2026-03-312026-05-15

QSI QUANTUM SI INC3.7K shares0.00%2026-03-312026-05-15

NTRS NORTHERN TR CORP20 shares0.00%2026-03-312026-05-15

ICOP ISHARES TR58 sharesnew addition2026-03-312026-05-15

HD HOME DEPOT INC8 shares0.00%2026-03-312026-05-15

Sponsored

CRWV COREWEAVE INC30 sharesnew addition2026-03-312026-05-15

WAB WABTEC9 shares0.00%2026-03-312026-05-15

DUSB DIMENSIONAL ETF TRUST44 shares0.00%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP27 shares0.00%2026-03-312026-05-15

BYD CO LTD-UNSPONSORED ADR BYD CO LTD-UNSPONSORED ADR150 sharesnew addition2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP31 shares0.00%2026-03-312026-05-15

EQT CORP EQT CORP25 shares0.00%2026-03-312026-05-15

QBTS D-WAVE QUANTUM INC100 sharesnew addition2026-03-312026-05-15

Sponsored

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC100 sharesnew addition2026-03-312026-05-15

AURORA CANNABIS INC AURORA CANNABIS INC400 shares0.00%2026-03-312026-05-15

CRNC CERENCE INC200 sharesnew addition2026-03-312026-05-15

KD KYNDRYL HLDGS INC92 shares0.00%2026-03-312026-05-15

DEO DIAGEO PLC16 shares0.00%2026-03-312026-05-15

XRAY DENTSPLY SIRONA INC100 shares0.00%2026-03-312026-05-15

NVRI ENVIRI CORP56 shares0.00%2026-03-312026-05-15

VTRS VIATRIS INC74 shares0.00%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC4 shares0.00%2026-03-312026-05-15

MJ AMPLIFY ETF TR34 shares0.00%2026-03-312026-05-15

CE CELANESE CORP DEL11 sharesnew addition2026-03-312026-05-15

BYND BEYOND MEAT INC800 shares0.00%2026-03-312026-05-15

DGCB DIMENSIONAL ETF TRUST10 shares0.00%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II2 shares0.00%2026-03-312026-05-15

ALLO ALLOGENE THERAPEUTICS INC192 shares0.00%2026-03-312026-05-15

CANOPY GROWTH CORP CANOPY GROWTH CORP400 shares0.00%2026-03-312026-05-15

Sponsored

DNOW DNOW INC31 shares0.00%2026-03-312026-05-15

OXY.WS OCCIDENTAL PETE CORP3 shares0.00%2026-03-312026-05-15

OGN ORGANON & CO20 shares0.00%2026-03-312026-05-15

DFIP

DIMENSIONAL ETF TRUST

8.54%

Shares564.9K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-1.94%

Shares424.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

1.40%

Shares292.4K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

-0.64%

Shares317.4K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

-0.43%

Shares179.9K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

15.51%

Shares431.3K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

-0.71%

Shares244.2K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

6.18%

Shares208.0K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.99%

Shares22.5K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

3.53%

Shares149.5K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

0.42%

Shares132.8K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

9.01%

Shares111.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.13%

Shares18.5K

Event2026-03-31

Filed2026-05-15

BLV

VANGUARD BD INDEX FDS

0.43%

Shares46.1K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

5.42%

Shares21.8K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

0.53%

Shares51.9K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

5.27%

Shares47.1K

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

23.44%

Shares37.5K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

55.10%

Shares3.5K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

1.51%

Shares10.8K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-15

DEHP

DIMENSIONAL ETF TRUST

0.66%

Shares24.9K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

11.20%

Shares1.3K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.29%

Shares3.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

0.79%

Shares6.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-5.35%

Shares7.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHSL CORP NEW

0.00%

Shares364

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VCLT

VANGUARD SCOTTSDALE FDS

231.60%

Shares4.8K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO.

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

197.51%

Shares6.2K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

10.69%

Shares9.4K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FUNDS

0.09%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PROCTER AND GAMBLE CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

0.00%

Shares873

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-21.47%

Shares640

Event2026-03-31

Filed2026-05-15