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  Name: PINNEY & SCOFIELD INC.
  City: CAMBRIDGE
  State: MA
  Zip: 02138
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $138,122,000
  Total Value Change : $6,061,000
  Securities Held Change : -8
   
All Securities Held : 217
  New Positions : 1
  Closed Positions : 9
  Increased Positions : 49
  Unchanged Positions : 152
  Decreased Positions : 15

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 1 - $0.00 $16,886,000 400,986 12.23% 2,658,000 49,586 0.446    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 2 - $43.52 $16,734,000 425,148 12.12% 2,066,000 11,744 0.047    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 3 - $66.18 $15,922,000 266,482 11.53% -658,000 11,712 0.03    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 4 - $43.19 $13,577,000 329,470 9.83% -115,000 -5,129 0.037    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 5 - $56.63 $9,557,000 185,610 6.92% -813,000 -691 0.021    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 6 - $0.00 $6,730,000 231,123 4.87% 1,243,000 24,620 0.257    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 7 - $0.00 $6,113,000 257,186 4.43% 812,000 29,381 0.284    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 8 - $790.65 $6,092,000 7,376 4.41% 398,000 0 0.001    Drug Manufacturers - ...
   (AAPL)1 Year Chart         AAPL Apple Inc 9 - $212.41 $5,173,000 23,286 3.75% -225,000 1,730 0    Personal Computers
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 10 - $0.00 $3,931,000 139,641 2.85% 677,000 33,910 0.031    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 11 - $0.00 $3,089,000 101,051 2.24% 687,000 21,080 0.112    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 12 - $0.00 $2,777,000 107,474 2.01% 605,000 19,035 0.119    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 13 - $0.00 $2,049,000 76,075 1.48% 635,000 20,046 0.008    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 14 - $164.10 $2,001,000 18,461 1.45% -432,000 340 0    Semiconductor - Speci...
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 15 - $68.73 $1,950,000 27,692 1.41% 309,000 3,717 0.043    Closed - End Fund - Debt
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 16 - $81.57 $1,556,000 21,479 1.13% 148,000 1,659 0.024    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 17 - $104.26 $1,458,000 13,830 1.06% -16,000 0 0.001    Closed - End Fund - E...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 18 - $0.00 $1,287,000 48,633 0.93% 260,000 9,411 0.005    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 19 - $106.45 $1,209,000 11,450 0.88% 1,000 0 0.013    Closed - End Fund - Debt
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 20 - $0.00 $1,196,000 44,226 0.87% 126,000 3,391 0.049    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 21 - $0.00 $953,000 12,600 0.69% 60,000 -110 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 22 - $94.00 $902,000 10,600 0.65% -35,000 0 0.003    Closed - End Fund - E...
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 23 - $0.00 $860,000 20,449 0.62% 151,000 3,265 0.023    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 24 - $63.99 $746,000 12,780 0.54% -50,000 0 0.001    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 25 - $442.38 $679,000 1,832 0.49% 134,000 504 0.001    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 26 - $628.85 $637,000 1,134 0.46% -31,000 0 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 27 - $478.27 $589,000 1,106 0.43% 258,000 375 0    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 28 - $222.26 $421,000 2,213 0.3% -21,000 200 0    Internet Software & S...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 29 - $114.93 $412,000 3,465 0.3% 72,000 300 0    Integrated Oil & Gas
   (DEHP)1 Year Chart         DEHP Dfa Dimensional Emerging Mk... 30 - $0.00 $397,000 15,731 0.29% 110,000 4,118 0.175    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 31 - $177.62 $376,000 2,434 0.27% -88,000 -15 0    Search Engines & Info...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 32 - $49.66 $368,000 8,135 0.27% 10,000 0 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 33 - $501.48 $366,000 974 0.26% -61,000 -40 0    Application Software
   (COST)1 Year Chart         COST Costco Wholesale Corp 34 - $970.17 $344,000 364 0.25% 10,000 0 0    Discount, Variety Stores
   (PG)1 Year Chart         PG Procter & Gamble Co 35 - $158.49 $340,000 1,998 0.25% 5,000 0 0    Cleaning Products
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 36 - $60.23 $339,000 6,279 0.25% 11,000 0 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 37 - $114.07 $304,000 2,904 0.22% -31,000 0 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 38 - $89.75 $295,000 3,257 0.21% 3,000 -21 0.001    Closed - End Fund - E...
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 39 - $92.24 $272,000 3,000 0.2% 5,000 0 0    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 40 - $288.19 $248,000 1,010 0.18% 54,000 200 0    Domestic Money Center...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 41 - $177.81 $233,000 900 0.17% -130,000 0 0    Auto Manufacturers
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 42 - $24.78 $225,000 10,197 0.16% -11,000 0 0    Closed - End Fund - Debt
   (META)1 Year Chart         META Meta Platforms Inc 43 - $727.24 $224,000 388 0.16% -3,000 0 0    Internet Service Prov...
   (KR)1 Year Chart         KR Kroger Co 44 - $70.71 $223,000 3,293 0.16% 22,000 0 0    Grocery Stores
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 45 - $73.28 $221,000 3,471 0.16% 10,000 0 0.002    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 46 - $0.00 $220,000 4,000 0.16% -2,000 0 0    N/A
   (T)1 Year Chart         T AT&T Corp 47 - $27.62 $217,000 7,666 0.16% 42,000 0 0    Long Distance Carriers
   (IBM)1 Year Chart         IBM International Business Mach... 48 - $287.43 $205,000 825 0.15% 24,000 1 0    Diversified Computer ...
   (V)1 Year Chart         V Visa Inc 49 - $355.88 $201,000 574 0.15% 20,000 0 0    Business Services
   (NEE)1 Year Chart         NEE NextEra Energy 50 - $74.64 $191,000 2,700 0.14% 4,000 90 0    Electric Utilities
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 51 - $299.51 $181,000 345 0.13% -1,000 -14 0    Health Care Plans
   (GE)1 Year Chart         GE General Electric Co 52 - $252.57 $174,000 870 0.13% 29,000 0 0    Conglomerates
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 53 - $0.00 $170,000 6,567 0.12% 34,000 1,191 0.001    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 54 - $237.00 $166,000 704 0.12% 5,000 0 0    Railroads
   (BMO)1 Year Chart         BMO Bank of Montreal (USA) 55 - $114.53 $162,000 1,700 0.12% -3,000 0 0    Foreign Money Center ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 56 - $178.70 $151,000 969 0.11% -41,000 -40 0    Search Engines & Info...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 57 - $65.62 $148,000 2,182 0.11% 37,000 -300 0    Drug Stores
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 58 - $0.00 $138,000 4,422 0.1% 19,000 334 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 59 - $305.82 $137,000 450 0.1% 5,000 0 0    Business Software & S...
   (UMBF)1 Year Chart         UMBF UMB Financial Corp 60 - $82.11 $136,000 1,346 0.1% -16,000 0 0.003    Domestic Regional Banks
   (PFE)1 Year Chart         PFE Pfizer Inc 61 - $25.78 $135,000 5,321 0.1% -6,000 0 0    Drug Manufacturers - ...
   (SYK)1 Year Chart         SYK Stryker Corp 63 - $394.77 $134,000 360 0.1% 4,000 0 0    Medical Instruments &...
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 62 - $0.00 $134,000 2,822 0.1% 2,000 9 0.003    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 64 - $78.27 $133,000 1,695 0.1% 82,000 1,029 0    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 65 - $73.10 $126,000 1,713 0.09% 40,000 521 0    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 66 - $166.68 $122,000 810 0.09% -11,000 0 0.001    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 67 - $221.01 $121,000 557 0.09% 19,000 0 0    Integrated Telecommun...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 68 - $43.02 $116,000 3,224 0.08% 5,000 0 0.003    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 69 - $344.06 $110,000 360 0.08% -6,000 0 0    Closed - End Fund - E...
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 70 - $192.02 $109,000 594 0.08% -21,000 -110 0.005    N/A
   (CGNX)1 Year Chart         CGNX Cognex Corp 71 - $34.74 $103,000 3,452 0.07% -21,000 0 0.002    Scientific & Technica...
   (BP)1 Year Chart         BP BP Plc (ADR) 72 - $31.52 $102,000 3,010 0.07% 13,000 0 0    Integrated Oil & Gas
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 73 - $109.51 $98,000 878 0.07% 4,000 0 0    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 74 - $121.56 $96,000 970 0.07% -12,000 0 0    Entertainment - Diver...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 75 - $575.29 $94,000 183 0.07% -4,000 0 0    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 76 - $29.43 $94,000 3,760 0.07% -11,000 0 0    Closed - End Fund - Debt
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 77 - $68.76 $91,000 1,480 0.07% 3,000 0 0    Networking & Communic...
   (CSX)1 Year Chart         CSX CSX Corp 78 - $33.54 $86,000 2,925 0.06% -8,000 0 0    Railroads
   (ESRT)1 Year Chart         ESRT Empire State Realty Trust, ... 79 - $8.24 $78,000 10,000 0.06% -25,000 0 0.006    REIT - Diversified
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 81 - $53.30 $77,000 1,514 0.06% 0 0 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 80 - $226.09 $77,000 449 0.06% -2,000 0 0    Aerospace/Defense - M...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 82 - $134.34 $73,000 467 0.05% 10,000 0 0    Restaurants
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 83 - $78.68 $73,000 1,042 0.05% 7,000 1 0    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 84 - $298.39 $72,000 232 0.05% 43,000 132 0.005    Restaurants
   (ICFI)1 Year Chart         ICFI Icf International, Inc. 85 - $89.49 $72,000 852 0.05% -30,000 0 0    Management Services
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 86 - $584.40 $71,000 134 0.05% -5,000 0 0    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 87 - $79.12 $69,000 875 0.05% 1,000 0 0    N/A
   (GEV)1 Year Chart         GEV Ge Vernova Llc 89 - $539.36 $66,000 215 0.05% -5,000 0 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 88 - $219.66 $66,000 370 0.05% -3,000 0 0    Semiconductor- Broad...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 90 - $625.82 $65,000 117 0.05% -4,000 0 0    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 91 - $139.00 $60,000 509 0.04% -5,000 0 0    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 92 - $42.03 $59,000 1,301 0.04% 7,000 0 0    Telecom Services - Do...
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 93 - $76.73 $55,000 720 0.04% 0 0 0    Business Software & S...
   (DE)1 Year Chart         DE Deere & Co 95 - $519.20 $54,000 115 0.04% -7,000 -30 0    Farm & Construction M...
   (BBT)1 Year Chart         BBT Truist Financial Corp 94 - $35.64 $54,000 1,310 0.04% -3,000 0 0    Domestic Regional Banks
   (PM)1 Year Chart         PM Philip Morris International... 96 - $180.99 $52,000 330 0.04% 12,000 0 0    Cigarettes & Other To...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 97 - $434.53 $51,000 150 0.04% -4,000 0 0    Diversified Machinery
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 98 - $22.24 $50,000 2,506 0.04% 12,000 467 0    Closed - End Fund - Debt
   (ADI)1 Year Chart         ADI Analog Devices Inc 99 - $245.13 $47,000 234 0.03% -3,000 0 0.002    Semiconductor- Broad...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 101 - $228.15 $47,000 175 0.03% 8,000 0 0    Wireless Communications

      100 Records Found
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