Pinney & Scofield, Inc. ETFs

Pinney & Scofield, Inc.

$148 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$46.1 Million 0.03% of portfolio	607	Q2 2025 Added 1.51%
VGLT Vanguard Long Term Treasury Et	$0	$44.6 Million 0.03% of portfolio	795	Q2 2025 Added 1.15%
VBR Vanguard Small Cap Value ETF	$0	$37.4 Million 0.03% of portfolio	192	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$34.5 Million 0.02% of portfolio	1,406	Q2 2025 Added 0.43%
IGV Ishares Expanded Tech Software	$0	$30.7 Million 0.02% of portfolio	280	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$28.9 Million 0.02% of portfolio	101	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$27.9 Million 0.02% of portfolio	490	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$27 Million 0.02% of portfolio	200	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$26 Million 0.02% of portfolio	133	Q2 2025 Reduced 2.92%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$25.8 Million 0.02% of portfolio	317	Q2 2025 Added 0.63%
FNDA Schwab Fundamental U S Small C	$0	$21.8 Million 0.01% of portfolio	761	Q2 2025 Added 0.26%
FNDF Schwab Fundamental Intl Large	$0	$21.6 Million 0.01% of portfolio	541	Q2 2025 Added 0.56%
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	$17.6 Million 0.01% of portfolio	415	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$14.1 Million 0.01% of portfolio	210	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$13.4 Million 0.01% of portfolio	501	Q2 2025 Added 1.21%
VYM Vanguard Whitehall Fds (Vangua	$0	$13.3 Million 0.01% of portfolio	100	Q4 2024 New
GLD Spdr Gold Trust	$116B	$12.5 Million 0.01% of portfolio	41	Q4 2024 New
FNDC Schwab Fundamental Intl Small	$0	$12.3 Million 0.01% of portfolio	292	Q2 2025 Reduced 77.64%
SCHV Schwab Strategic Tr Us Large C	$0	$12.2 Million 0.01% of portfolio	439	Q2 2025 Added 0.46%
VIG Vanguard Dividend Appreciation	$0	$10.6 Million 0.01% of portfolio	52	Q1 2025 Added 1.96%
SCHB Schwab Strategic Tr Us Broad M	$0	$9.2 Million 0.01% of portfolio	386	Q2 2025 Added 0.26%
FNDB Schwab Fundamental U S Broad M	$0	$8.63 Million 0.01% of portfolio	360	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$8.2 Million 0.01% of portfolio	38	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$7.1 Million 0.0% of portfolio	185	Q4 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$6.46 Million 0.0% of portfolio	86	Q4 2024 New
ICF Ishares Tr	$0	$4.77 Million 0.0% of portfolio	78	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$454,000 0.0% of portfolio	2	Q4 2024 New

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