Pinney & Scofield, Inc. ETFs

Pinney & Scofield, Inc.

$138 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$45.4 Million 0.03% of portfolio	598	Q1 2025 Added 0.84%
VGLT Vanguard Long Term Treasury Et	$0	$45.3 Million 0.03% of portfolio	786	Q1 2025 Added 0.64%
SCHA Schwab Strategic Tr Us Small C	$0	$45 Million 0.03% of portfolio	1,922	Q1 2025 Added 0.1%
VBR Vanguard Small Cap Value ETF	$0	$35.8 Million 0.03% of portfolio	192	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$33.1 Million 0.02% of portfolio	1,400	Q1 2025 Added 0.36%
XLV Select Sector Spdr Fund Health	$0	$29.2 Million 0.02% of portfolio	200	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$26.1 Million 0.02% of portfolio	137	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$24.9 Million 0.02% of portfolio	280	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$24.9 Million 0.02% of portfolio	490	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$24.8 Million 0.02% of portfolio	101	Q4 2024 New
GSEW Goldman Sachs Tr Eql Weight Us	$0	$24 Million 0.02% of portfolio	315	Q1 2025 Added 0.32%
FNDA Schwab Fundamental U S Small C	$0	$20.8 Million 0.02% of portfolio	759	Q1 2025 Added 0.13%
FNDF Schwab Fundamental Intl Large	$0	$19.4 Million 0.01% of portfolio	538	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$18.3 Million 0.01% of portfolio	135	Q4 2024 New
DFAU Dimensional ETF Tr	$0	$16 Million 0.01% of portfolio	415	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$13.3 Million 0.01% of portfolio	495	Q1 2025 Added 0.2%
VYM Vanguard Whitehall Fds (Vangua	$0	$12.9 Million 0.01% of portfolio	100	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$12.7 Million 0.01% of portfolio	210	Q4 2024 New
GLD Spdr Gold Trust	$106B	$11.8 Million 0.01% of portfolio	41	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$11.6 Million 0.01% of portfolio	437	Q1 2025 Added 0.46%
VIG Vanguard Dividend Appreciation	$0	$10 Million 0.01% of portfolio	52	Q1 2025 Added 1.96%
SCHB Schwab Strategic Tr Us Broad M	$0	$8.29 Million 0.01% of portfolio	385	Q1 2025 Added 0.26%
FNDB Schwab Fundamental U S Broad M	$0	$8.28 Million 0.01% of portfolio	360	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$7.58 Million 0.01% of portfolio	38	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$7.18 Million 0.01% of portfolio	185	Q4 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$5.68 Million 0.0% of portfolio	86	Q4 2024 New
ICF Ishares Tr	$0	$4.8 Million 0.0% of portfolio	78	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$386,000 0.0% of portfolio	2	Q4 2024 New

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