PINNEY & SCOFIELD, INC. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$161.1B
Holdings
217
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
DFIVDIMENSIONAL ETF TRUST | $19.9M |
DFASDIMENSIONAL ETF TRUST | $19.0M |
DFIPDIMENSIONAL ETF TRUST | $18.7M |
DFUVDIMENSIONAL ETF TRUST | $14.5M |
DFATDIMENSIONAL ETF TRUST | $10.7M |
DISVDIMENSIONAL ETF TRUST | $8.4M |
DFARDIMENSIONAL ETF TRUST | $8.0M |
DFSVDIMENSIONAL ETF TRUST | $6.0M |
LLYELI LILLY & CO | $5.6M |
AAPLAPPLE INC | $5.6M |
DFLVDIMENSIONAL ETF TRUST | $3.9M |
DFISDIMENSIONAL ETF TRUST | $3.8M |
NVDANVIDIA CORPORATION | $3.5M |
BLVVANGUARD BD INDEX FDS | $2.8M |
DIHPDIMENSIONAL ETF TRUST | $2.7M |
VPLVANGUARD INTL EQUITY INDEX F | $1.9M |
DFEMDIMENSIONAL ETF TRUST | $1.7M |
DFEVDIMENSIONAL ETF TRUST | $1.4M |
SUBISHARES TR | $1.2M |
AQLTISHARES TR | $1.2M |
DFCFDIMENSIONAL ETF TRUST | $1.1M |
IWRISHARES TR | $1.0M |
VUGVANGUARD INDEX FDS | $834K |
IJHISHARES TR | $834K |
IVVISHARES TR | $759K |
GOOGLALPHABET INC | $592K |
MSFTMICROSOFT CORP | $540K |
AMZNAMAZON COM INC | $501K |
DEHPDIMENSIONAL ETF TRUST | $496K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $462K |
VWOVANGUARD INTL EQUITY INDEX F | $441K |
IEMGISHARES INC | $414K |
TSLATESLA INC | $407K |
XOMEXXON MOBIL CORP | $391K |
IJRISHARES TR | $345K |
EMBISHARES TR | $339K |
COSTCOSTCO WHSL CORP NEW | $337K |
JPMJPMORGAN CHASE & CO. | $334K |
PGPROCTER AND GAMBLE CO | $307K |
METAMETA PLATFORMS INC | $305K |
VNQVANGUARD INDEX FUNDS | $298K |
SCHXSCHWAB STRATEGIC TR | $269K |
SCZISHARES TR | $266K |
GOOGALPHABET INC | $266K |
GEGE AEROSPACE | $262K |
DFAEDIMENSIONAL ETF TRUST | $259K |
IBMINTERNATIONAL BUSINESS MACHS | $233K |
BMOBANK MONTREAL QUE | $221K |
TAT&T INC | $216K |
NEENEXTERA ENERGY INC | $211K |
VVISA INC | $204K |
DFSDDIMENSIONAL ETF TRUST | $179K |
UNPUNION PAC CORP | $171K |
DFAIDIMENSIONAL ETF TRUST | $163K |
UMBFUMB FINL CORP | $159K |
BNDVANGUARD BD INDEX FDS | $157K |
SCHCSCHWAB STRATEGIC TR | $147K |
IWNISHARES TR | $143K |
PFEPFIZER INC | $136K |
BSVVANGUARD BD INDEX FDS | $135K |
SYKSTRYKER CORPORATION | $133K |
DISDISNEY WALT CO | $133K |
GEVGE VERNOVA INC | $132K |
ADPAUTOMATIC DATA PROCESSING INC | $132K |
IWBISHARES TR | $132K |
CGNXCOGNEX CORP | $125K |
UNHUNITEDHEALTH GROUP INC | $125K |
CVSCVS HEALTH CORP | $125K |
SCHGSCHWAB STRATEGIC TR | $120K |
ABBVABBVIE INC | $113K |
VOOVANGUARD INDEX FDS | $113K |
VCSHVANGUARD SCOTTSDALE FDS | $111K |
CSCOCISCO SYS INC | $108K |
AMTAMERICAN TOWER CORP NEW | $107K |
CSXCSX CORP | $104K |
BPBP PLC | $104K |
TIPISHARES TR | $98K |
BABOEING CO | $88K |
SPYVSPDR SER TR | $84K |
VGKVANGUARD INTL EQUITY INDEX F | $83K |
MDYSPDR S&P MIDCAP 400 ETF TR | $80K |
ICFIICF INTL INC | $79K |
SPYSPDR S&P 500 ETF TR | $78K |
ESRTEMPIRE ST RLTY TR INC | $77K |
MCDMCDONALDS CORP | $74K |
IWPISHARES TR | $72K |
CEGCONSTELLATION ENERGY CORP | $72K |
YUMYUM BRANDS INC | $71K |
TXNTEXAS INSTRS INC | $68K |
SCHFSCHWAB STRATEGIC TR | $67K |
TTTRANE TECHNOLOGIES PLC | $63K |
VTIVANGUARD INDEX FDS | $62K |
ADIANALOG DEVICES INC | $61K |
TFCTRUIST FINL CORP | $60K |
KRKROGER CO | $59K |
BACVERIZON COMMUNICATIONS INC | $57K |
DELLDELL TECHNOLOGIES INC | $54K |
SCHASCHWAB STRATEGIC TR | $54K |
4I1PHILIP MORRIS INTL INC | $54K |
AMDADVANCED MICRO DEVICES INC | $53K |
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