PINNEY & SCOFIELD, INC. Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$138.1B

Holdings

217

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
DFIPDIMENSIONAL ETF TRUST
$16.9B
DFIVDIMENSIONAL ETF TRUST
$16.7B
DFASDIMENSIONAL ETF TRUST
$15.9B
DFUVDIMENSIONAL ETF TRUST
$13.6B
DFATDIMENSIONAL ETF TRUST
$9.6B
DISVDIMENSIONAL ETF TRUST
$6.7B
DFARDIMENSIONAL ETF TRUST
$6.1B
LLYELI LILLY & CO
$6.1B
AAPLAPPLE INC
$5.2B
DFSVDIMENSIONAL ETF TRUST
$3.9B
DFLVDIMENSIONAL ETF TRUST
$3.1B
DFISDIMENSIONAL ETF TRUST
$2.8B
DIHPDIMENSIONAL ETF TRUST
$2.0B
NVDANVIDIA CORPORATION
$2.0B
BLVVANGUARD BD INDEX FDS
$2.0B
VPLVANGUARD INTL EQUITY INDEX F
$1.6B
MUBISHARES TR
$1.5B
DFEMDIMENSIONAL ETF TRUST
$1.3B
SUBISHARES TR
$1.2B
DFEVDIMENSIONAL ETF TRUST
$1.2B
AQLTISHARES TR
$953.2M
IWRISHARES TR
$901.7M
DFCFDIMENSIONAL ETF TRUST
$860.1M
IJHISHARES TR
$745.7M
VUGVANGUARD INDEX FDS
$679.3M
IVVISHARES TR
$637.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$589.0M
AMZNAMAZON COM INC
$421.0M
XOMEXXON MOBIL CORP
$412.1M
DEHPDIMENSIONAL ETF TRUST
$396.7M
GOOGLALPHABET INC
$376.4M
VWOVANGUARD INTL EQUITY INDEX F
$368.2M
MSFTMICROSOFT CORP
$365.6M
COSTCOSTCO WHSL CORP NEW
$344.3M
PGPROCTER AND GAMBLE CO
$340.5M
IEMGISHARES INC
$338.9M
IJRISHARES TR
$303.7M
VNQVANGUARD INDEX FUNDS
$294.8M
EMBISHARES TR
$271.8M
JPMJPMORGAN CHASE & CO.
$247.8M
TSLATESLA INC
$233.2M
SCHXSCHWAB STRATEGIC TR
$225.2M
METAMETA PLATFORMS INC
$223.6M
KRKROGER CO
$222.9M
SCZISHARES TR
$220.5M
EMXCISHARES INC
$220.4M
TAT&T INC
$216.8M
IBMINTERNATIONAL BUSINESS MACHS
$205.1M
VVISA INC
$201.2M
NEENEXTERA ENERGY INC
$191.4M
UNHUNITEDHEALTH GROUP INC
$180.7M
GEGE AEROSPACE
$174.2M
DFAEDIMENSIONAL ETF TRUST
$170.0M
UNPUNION PAC CORP
$166.3M
BMOBANK MONTREAL QUE
$162.4M
GOOGALPHABET INC
$151.4M
CVSCVS HEALTH CORP
$147.8M
DFAIDIMENSIONAL ETF TRUST
$138.1M
ADPAUTOMATIC DATA PROCESSING INC
$137.5M
UMBFUMB FINL CORP
$136.1M
PFEPFIZER INC
$134.8M
DFSDDIMENSIONAL ETF TRUST
$134.1M
SYKSTRYKER CORPORATION
$134.0M
BSVVANGUARD BD INDEX FDS
$132.7M
BNDVANGUARD BD INDEX FDS
$125.8M
IWNISHARES TR
$122.3M
AMTAMERICAN TOWER CORP NEW
$121.2M
SCHCSCHWAB STRATEGIC TR
$115.7M
IWBISHARES TR
$110.4M
VOOVVANGUARD ADMIRAL FDS INC
$109.4M
CGNXCOGNEX CORP
$103.0M
BPBP PLC
$101.7M
TIPISHARES TR
$97.5M
DISDISNEY WALT CO
$95.7M
VOOVANGUARD INDEX FDS
$94.2M
SCHGSCHWAB STRATEGIC TR
$94.2M
CSCOCISCO SYS INC
$91.3M
CSXCSX CORP
$86.1M
ESRTEMPIRE ST RLTY TR INC
$78.2M
SPYVSPDR SER TR
$77.3M
BABOEING CO
$76.6M
YUMYUM BRANDS INC
$73.5M
VGKVANGUARD INTL EQUITY INDEX F
$73.1M
MCDMCDONALDS CORP
$72.5M
ICFIICF INTL INC
$72.4M
MDYSPDR S&P MIDCAP 400 ETF TR
$71.5M
VCSHVANGUARD SCOTTSDALE FDS
$69.1M
TXNTEXAS INSTRS INC
$66.5M
GEVGE VERNOVA INC
$65.6M
SPYSPDR S&P 500 ETF TR
$65.4M
IWPISHARES TR
$59.8M
BACVERIZON COMMUNICATIONS INC
$59.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$55.1M
DEDEERE & CO
$54.0M
TFCTRUIST FINL CORP
$53.9M
4I1PHILIP MORRIS INTL INC
$52.4M
TTTRANE TECHNOLOGIES PLC
$50.5M
SCHFSCHWAB STRATEGIC TR
$49.6M
FNDCSCHWAB STRATEGIC TR
$47.3M
ADIANALOG DEVICES INC
$47.2M
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