Pinney & Scofield, Inc.
All holdings · as of Jun 30, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $25.39M | 12.4% |
| DIMENSIONAL ETF TRUST | $23.96M | 11.7% |
| DIMENSIONAL ETF TRUST | $22.92M | 11.2% |
| DIMENSIONAL ETF TRUST | $17.15M | 8.4% |
| DIMENSIONAL ETF TRUST | $12.42M | 6.1% |
| DIMENSIONAL ETF TRUST | $11.50M | 5.6% |
| DIMENSIONAL ETF TRUST | $9.83M | 4.8% |
| ELI LILLY & Co | $8.85M | 4.3% |
| DIMENSIONAL ETF TRUST | $7.98M | 3.9% |
| Apple Inc. | $6.52M | 3.2% |
| DIMENSIONAL ETF TRUST | $6.17M | 3.0% |
| DIMENSIONAL ETF TRUST | $4.77M | 2.3% |
| DIMENSIONAL ETF TRUST | $4.04M | 2.0% |
| NVIDIA Corp | $3.70M | 1.8% |
| VANGUARD BD INDEX FDS | $3.26M | 1.6% |
| VANGUARD INTL EQUITY INDEX F | $2.33M | 1.1% |
| DIMENSIONAL ETF TRUST | $2.24M | 1.1% |
| DIMENSIONAL ETF TRUST | $2.00M | 1.0% |
| VANGUARD INDEX FDS | $1.97M | 1.0% |
| DIMENSIONAL ETF TRUST | $1.58M | 0.8% |
| ISHARES TR | $1.24M | 0.6% |
| ISHARES TR | $1.19M | 0.6% |
| iShares MSCI UAE ETF | $1.17M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.01M | 0.5% |
| ISHARES TR | $985.5K | 0.5% |
| ISHARES TR | $915.9K | 0.4% |
| Alphabet Inc. | $869.8K | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | $748.9K | 0.4% |
| Amazon.com Inc | $538.6K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $526.4K | 0.3% |
| ISHARES INC | $525.5K | 0.3% |
| Alphabet Inc. | $514.8K | 0.3% |
| Warren E. Buffett | $501.4K | 0.2% |
| ExxonMobilXOM | $471.0K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $442.9K | 0.2% |
| ISHARES TR | $430.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $426.3K | 0.2% |
| JPMORGAN CHASE & CO | $395.4K | 0.2% |
| MICROSOFT CORP | $377.1K | 0.2% |
| GENERAL ELECTRIC CO | $374.2K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $340.5K | 0.2% |
| VANGUARD BD INDEX FDS | $331.7K | 0.2% |
| VANGUARD INDEX FUNDS | $315.3K | 0.2% |
| BANK MONTREAL QUE | $300.4K | 0.1% |
| SCHWAB STRATEGIC TR | $295.0K | 0.1% |
| PROCTER & GAMBLE Co | $293.0K | 0.1% |
| ISHARES TR | $289.3K | 0.1% |
| GE Vernova Inc. | $289.0K | 0.1% |
| UMB Financial Corp | $262.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $247.5K | 0.1% |