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Pinney & Scofield Portfolio holdings

AUM $185M
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.39M
3
+$736K
4
VUG icon
Vanguard Growth ETF
VUG
+$575K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$428K

Top Sells

1
+$446K
2
+$101K
3
+$87.9K
4
TSLA icon
Tesla
TSLA
+$72.1K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$70.8K

Sector Composition

1 Technology 5.66%
2 Healthcare 4.08%
3 Financials 1.35%
4 Communication Services 0.99%
5 Industrials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
26
iShares Core S&P 500 ETF
IVV
$831B
$824K 0.44%
1,261
+127
BRK.A icon
27
Berkshire Hathaway Class A
BRK.A
$1.04T
$718K 0.39%
+1
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.3T
$700K 0.38%
2,434
XOM icon
29
Exxon Mobil
XOM
$612B
$586K 0.32%
3,455
-10
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.04T
$480K 0.26%
1,002
AMZN icon
31
Amazon
AMZN
$2.58T
$471K 0.25%
2,260
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$442K 0.24%
6,344
+50
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.27T
$418K 0.23%
1,457
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$416K 0.22%
7,700
-435
MSFT icon
35
Microsoft
MSFT
$2.89T
$374K 0.2%
1,011
COST icon
36
Costco
COST
$435B
$363K 0.2%
364
IJR icon
37
iShares Core S&P Small-Cap ETF
IJR
$106B
$361K 0.19%
2,904
VCLT icon
38
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.34B
$358K 0.19%
4,785
+3,342
JPM icon
39
JPMorgan Chase
JPM
$842B
$355K 0.19%
1,208
VGLT icon
40
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$343K 0.19%
6,203
+4,118
DFAE icon
41
Dimensional Emerging Core Equity Market ETF
DFAE
$9.41B
$317K 0.17%
9,374
+905
EMB icon
42
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$299K 0.16%
3,186
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$37.9B
$290K 0.16%
3,268
+3
PG icon
44
Procter & Gamble
PG
$348B
$289K 0.16%
1,998
SCHX icon
45
Schwab US Large- Cap ETF
SCHX
$70.6B
$261K 0.14%
10,197
NEE icon
46
NextEra Energy
NEE
$178B
$260K 0.14%
2,800
GE icon
47
GE Aerospace
GE
$344B
$248K 0.13%
873
TSLA icon
48
Tesla
TSLA
$1.47T
$238K 0.13%
640
-175
META icon
49
Meta Platforms (Facebook)
META
$1.44T
$232K 0.13%
405
BMO icon
50
Bank of Montreal
BMO
$116B
$230K 0.12%
1,700
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