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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V856 | 520,444 | $21.6M | 12.84% |
| 2 | DIMENSIONAL ETF TRUST | 25434V807 | 433,250 | $21.6M | 12.84% |
| 3 | DIMENSIONAL ETF TRUST | 25434V500 | 288,343 | $20.1M | 11.93% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 319,499 | $14.9M | 8.84% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 180,635 | $10.8M | 6.39% |
| 6 | DIMENSIONAL ETF TRUST | 25434V781 | 245,914 | $9.3M | 5.55% |
| 7 | DIMENSIONAL ETF TRUST | 25434V823 | 373,392 | $8.6M | 5.08% |
| 8 | ELI LILLY & CO | LLY | 7,379 | $7.9M | 4.71% |
| 9 | DIMENSIONAL ETF TRUST | 25434V815 | 195,879 | $6.4M | 3.83% |
| 10 | APPLE INC | AAPL | 22,697 | $6.2M | 3.66% |
| 11 | DIMENSIONAL ETF TRUST | 25434V666 | 144,359 | $4.9M | 2.93% |
| 12 | DIMENSIONAL ETF TRUST | 25434V773 | 132,293 | $4.4M | 2.59% |
| 13 | NVIDIA CORPORATION | NVDA | 18,563 | $3.5M | 2.06% |
| 14 | DIMENSIONAL ETF TRUST | 25434V765 | 102,291 | $3.2M | 1.92% |
| 15 | VANGUARD BD INDEX FDS | 921937793 | 45,920 | $3.2M | 1.90% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042866 | 20,670 | $1.9M | 1.11% |
| 17 | DIMENSIONAL ETF TRUST | 25434V732 | 51,655 | $1.7M | 1.01% |
| 18 | DIMENSIONAL ETF TRUST | 25434V740 | 44,739 | $1.5M | 0.90% |
| 19 | DIMENSIONAL ETF TRUST | 25434V872 | 30,358 | $1.3M | 0.77% |
| 20 | ISHARES TR | 46432F842 | 13,103 | $1.2M | 0.70% |