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Home > Institutional Investor > Pinney & Scofield, Inc. > Profile

Instuitional Investor - Pinney & Scofield, Inc.

Fund Profile
Filing Period:
Fund Name: Pinney & Scofield, Inc.
Portfolio Value $204,546,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 615,557 $25,394,808 12.42%
2.
Dimensional Etf Trust
 DFAC 290,953 $23,957,061 11.71%
3.
Dimensional Etf Trust
 DFAC 424,299 $22,920,623 11.21%
4.
Dimensional Etf Trust
 DFAC 311,762 $17,150,013 8.38%
5.
Dimensional Etf Trust
 DFAC 177,700 $12,421,219 6.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.