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CIK: 0002056763
Total reported value
$204.5M
$204.5M
225 檔
34.0%
At the close of Q4 2024, Pinney & Scofield, Inc. disclosed equity holdings valued at approximately $204.5M, spread across 225 reported holdings.
During Q4 2024, Pinney & Scofield, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.56% | +0.50% | — | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 11.11% | -0.88% | — | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 10.77% | -0.29% | — | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.37% | +0.08% | — | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 7.85% | +0.01% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.31% | +0.67% | — | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 4.15% | -0.38% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.11% | — | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.01% | +0.12% | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.46% | -0.03% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.07% | — | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.82% | +0.13% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | — | — | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 1.64% | -0.08% | — | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.24% | -0.12% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | — | — | |
| 17 | DIHP | Dimensional International Hi | ETF-Other | 1.07% | +0.03% | — | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.07% | -0.01% | — | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.06% | — | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.81% | +0.07% | — | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.78% | +0.13% | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | +0.02% | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.03% | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.01% | — | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.54% | -0.08% | — | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.02% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.15% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.05% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.01% | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.22% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.32% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | +0.02% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.03% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | +0.02% | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | -0.01% | — | |
| 41 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.22% | +0.04% | — | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.20% | -0.02% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | — | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | — | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.17% | — | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.16% | — | — | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.15% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.02% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | -0.02% | — |
According to official SEC Form 13F filings, Pinney & Scofield, Inc. reported a total U.S. public equity portfolio value of $204.5M across 225 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFIV, DFIP) accounted for 34.0% of total reported equity market value during Q4 2024.
During Q4 2024, Pinney & Scofield, Inc.'s top holdings by market value included DFAS (12.6%)、DFIV (11.1%)、DFIP (10.8%). The largest single position, DFAS, represented 12.6% of total portfolio value.
In Q4 2024, Pinney & Scofield, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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