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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056763

PINNEY & SCOFIELD, INC.

CAMBRIDGE, MA · File #028-25372

Latest AUM
$176.2M
Positions
212
Top-10 Concentration
75.6%
Filings
5

Sector Allocation

Technology
6.2%$10.9M
Healthcare
4.9%$8.6M
Industrials
0.4%$658,241
Financials
0.3%$539,399
Energy
0.3%$463,291
Consumer Staples
0.1%$146,364
Materials
0.0%$72,760
Utilities
0.0%$77,719
Real Estate
0.0%$22,985

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V856520,444$21.6M12.84%
2DIMENSIONAL ETF TRUST25434V807433,250$21.6M12.84%
3DIMENSIONAL ETF TRUST25434V500288,343$20.1M11.93%
4DIMENSIONAL ETF TRUST25434V724319,499$14.9M8.84%
5DIMENSIONAL ETF TRUST25434V609180,635$10.8M6.39%
6DIMENSIONAL ETF TRUST25434V781245,914$9.3M5.55%
7DIMENSIONAL ETF TRUST25434V823373,392$8.6M5.08%
8ELI LILLY & COLLY7,379$7.9M4.71%
9DIMENSIONAL ETF TRUST25434V815195,879$6.4M3.83%
10APPLE INCAAPL22,697$6.2M3.66%
11DIMENSIONAL ETF TRUST25434V666144,359$4.9M2.93%
12DIMENSIONAL ETF TRUST25434V773132,293$4.4M2.59%
13NVIDIA CORPORATIONNVDA18,563$3.5M2.06%
14DIMENSIONAL ETF TRUST25434V765102,291$3.2M1.92%
15VANGUARD BD INDEX FDS92193779345,920$3.2M1.90%
16VANGUARD INTL EQUITY INDEX F92204286620,670$1.9M1.11%
17DIMENSIONAL ETF TRUST25434V73251,655$1.7M1.01%
18DIMENSIONAL ETF TRUST25434V74044,739$1.5M0.90%
19DIMENSIONAL ETF TRUST25434V87230,358$1.3M0.77%
20ISHARES TR46432F84213,103$1.2M0.70%