Pinney--Scofield

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKAM",
  "HUM",
  "FNDF",
  "FNDA",
  null,
  "ABBV",
  "GOOGL",
  "AEG",
  "ASML",
  "T",
  null,
  null,
  null,
  "CLS",
  null,
  "ICFI",
  null,
  null,
  null,
  null,
  null,
  "QSI",
  "EBAY",
  null,
  "DAC",
  "ALLO",
  null,
  "NVRI",
  "HON",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "EMXC",
  "RIVN",
  "EMR",
  "MUB",
  "META",
  null,
  "IJH",
  "LAC.TO",
  null,
  "ICF",
  "LIN",
  null,
  "MPC",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EQIX",
  "EQT",
  "GE",
  "NTRS",
  "OXY",
  null,
  "DG",
  "IJR",
  "KR",
  "KHC",
  null,
  "PYPL",
  "PGR",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "OGN",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  null,
  "FNDX",
  "IEFA",
  null,
  "SCHX",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "TXN",
  "TFC",
  "UPS",
  "VNQ",
  "LXRX",
  "UMBF",
  null,
  "VWO",
  null,
  null,
  "VIG",
  "IWN",
  "TSM",
  null,
  "ETR",
  "VYM",
  "DD",
  "TT",
  "AMD",
  "SDY",
  "WAB",
  "DEO",
  "IWP",
  "IWR",
  "IR",
  "ESRT",
  "ES",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  "KD",
  "VEU",
  "VPL",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "BLV",
  null,
  "VOOV",
  null,
  "VGLT",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VOO",
  "VLTO",
  "VTRS",
  "V",
  "WBD",
  "WDC",
  "WFC",
  null,
  "YUM",
  null,
  null,
  "PTC",
  null,
  "SCHG",
  "SCHF",
  "SCHA",
  "LVS",
  "VAC",
  "MFC",
  "OTIS",
  null,
  null,
  null,
  "GEV",
  "SPYV",
  "ADP",
  "BMO",
  "BRK-B",
  "BHLB",
  "BYND",
  "BA",
  "BMY",
  "BRKL",
  "CARR",
  "CNC",
  "CC",
  "CSCO",
  "CGNX",
  "CMCSA",
  "CTSH",
  "CEG",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DELL",
  "DE",
  "XRAY",
  null,
  null,
  null,
  "DNOW",
  "ADI",
  "IWB",
  "NEE",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 217
Total Value: 138127861
Accession Number: 0002056763-25-000003
Form Type: 13F-HR
CIK: pinney--scofield
Manager Name: Pinney--Scofield

Data Enrichment

77% identified

168 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

217 positions • $138.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F842

IEFA|46432F842

Shares:12.6K

Value:$953.2K

% of Portfolio:0.7% ($953.2K/$138.1M)

464287499

IWR|464287499

Shares:10.6K

Value:$901.7K

% of Portfolio:0.7% ($901.7K/$138.1M)

25434V872

Shares:20.4K

Value:$860.1K

% of Portfolio:0.6% ($860.1K/$138.1M)

464287507

IJH|464287507

Shares:12.8K

Value:$745.7K

% of Portfolio:0.5% ($745.7K/$138.1M)

922908736

VUG|922908736

Shares:1.8K

Value:$679.3K

% of Portfolio:0.5% ($679.3K/$138.1M)

464287200

IVV|464287200

Shares:1.1K

Value:$637.2K

% of Portfolio:0.5% ($637.2K/$138.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$589.0K

% of Portfolio:0.4% ($589.0K/$138.1M)

AMAZON COM INC

AMZN|023135106

Shares:2.2K

Value:$421.0K

% of Portfolio:0.3% ($421.0K/$138.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.5K

Value:$412.1K

% of Portfolio:0.3% ($412.1K/$138.1M)

25434V757

Shares:15.7K

Value:$396.7K

% of Portfolio:0.3% ($396.7K/$138.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$376.4K

% of Portfolio:0.3% ($376.4K/$138.1M)

922042858

VWO|922042858

Shares:8.1K

Value:$368.2K

% of Portfolio:0.3% ($368.2K/$138.1M)

MICROSOFT CORP

MSFT|594918104

Shares:974

Value:$365.6K

% of Portfolio:0.3% ($365.6K/$138.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:364

Value:$344.3K

% of Portfolio:0.2% ($344.3K/$138.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.0K

Value:$340.5K

% of Portfolio:0.2% ($340.5K/$138.1M)

46434G103

IEMG|46434G103

Shares:6.3K

Value:$338.9K

% of Portfolio:0.2% ($338.9K/$138.1M)

464287804

IJR|464287804

Shares:2.9K

Value:$303.7K

% of Portfolio:0.2% ($303.7K/$138.1M)

922908553

VNQ|922908553

Shares:3.3K

Value:$294.8K

% of Portfolio:0.2% ($294.8K/$138.1M)

464288281

Shares:3.0K

Value:$271.8K

% of Portfolio:0.2% ($271.8K/$138.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.0K

Value:$247.8K

% of Portfolio:0.2% ($247.8K/$138.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	12.6K	QoQ -0.86% (-110) YoY-	All Managers (Combined)	$953.2K	0.7% ($953.2K/$138.1M)	QoQ +6.70% (-$59.9K) YoY-
(IWRcusip464287499)	10.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$901.7K	0.7% ($901.7K/$138.1M)	QoQ -3.76% (-$35.3K) YoY-
(cusip25434V872)✕	20.4K	QoQ +19.00% (+3.3K) YoY-	All Managers (Combined)	$860.1K	0.6% ($860.1K/$138.1M)	QoQ +21.27% (+$150.9K) YoY-
(IJHcusip464287507)	12.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$745.7K	0.5% ($745.7K/$138.1M)	QoQ -6.35% (-$50.6K) YoY-
(VUGcusip922908736)	1.8K	QoQ +37.95% (+504) YoY-	All Managers (Combined)	$679.3K	0.5% ($679.3K/$138.1M)	QoQ +24.66% (+$134.4K) YoY-
(IVVcusip464287200)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$637.2K	0.5% ($637.2K/$138.1M)	QoQ -4.54% (-$30.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +51.29% (+375) YoY-	All Managers (Combined)	$589.0K	0.4% ($589.0K/$138.1M)	QoQ +77.76% (+$257.7K) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.2K	QoQ +9.93% (-200) YoY-	All Managers (Combined)	$421.0K	0.3% ($421.0K/$138.1M)	QoQ -4.66% (-$20.6K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	3.5K	QoQ +9.47% (+300) YoY-	All Managers (Combined)	$412.1K	0.3% ($412.1K/$138.1M)	QoQ +21.04% (+$71.6K) YoY-
(cusip25434V757)✕	15.7K	QoQ +35.46% (+4.1K) YoY-	All Managers (Combined)	$396.7K	0.3% ($396.7K/$138.1M)	QoQ +38.08% (+$109.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ -0.61% (-15) YoY-	All Managers (Combined)	$376.4K	0.3% ($376.4K/$138.1M)	QoQ -18.80% (-$87.2K) YoY-
(VWOcusip922042858)	8.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$368.2K	0.3% ($368.2K/$138.1M)	QoQ +2.77% (+$9.9K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	974	QoQ -3.94% (-40) YoY-	All Managers (Combined)	$365.6K	0.3% ($365.6K/$138.1M)	QoQ -14.45% (-$61.8K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	364	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$344.3K	0.2% ($344.3K/$138.1M)	QoQ +3.22% (+$10.7K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	2.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$340.5K	0.2% ($340.5K/$138.1M)	QoQ +1.65% (+$5.5K) YoY-
(IEMGcusip46434G103)	6.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$338.9K	0.2% ($338.9K/$138.1M)	QoQ +3.35% (+$11.0K) YoY-
(IJRcusip464287804)	2.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$303.7K	0.2% ($303.7K/$138.1M)	QoQ -9.24% (-$30.9K) YoY-
(VNQcusip922908553)	3.3K	QoQ -0.64% (-21) YoY-	All Managers (Combined)	$294.8K	0.2% ($294.8K/$138.1M)	QoQ +0.98% (-$2.9K) YoY-
(cusip464288281)✕	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$271.8K	0.2% ($271.8K/$138.1M)	QoQ +1.74% (+$4.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.0K	QoQ +24.69% (+200) YoY-	All Managers (Combined)	$247.8K	0.2% ($247.8K/$138.1M)	QoQ +27.59% (+$53.6K) YoY-