PINNEY & SCOFIELD, INC.

RIA/Wealth

PINNEY & SCOFIELD, INC. is a RIA/Wealth based in Cambridge, MA led by John Robert Goddard, reporting $749.0M in AUM as of Q3 2025 with 85% ETF concentration and 72% concentrated in top 10 holdings.

PresidentJohn Robert Goddard

Portfolio Value: $161.0M
Positions: 215
Top Holding: DFIV at 12.33%
Last Reported: Q3 2025

Address22 Hilliard Street, Cambridge, MA, 02138-4922, United States

Top Holdings

Largest long holdings in PINNEY & SCOFIELD, INC.'s portfolio (72.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional International Value DFIV	ETF ETF	$19.9M	12.33%	+$244.5K Bought	— 430.5K shares	Q4 2024 Held for 11 months
2 Dimensional U.S. Small Cap DFAS	ETF ETF	$19.0M	11.77%	+$315.7K Bought	— 276.8K shares	Q4 2024 Held for 11 months
3 DFIP Dimensional Inflation-Protected Securities DFIP	ETF ETF	$18.7M	11.61%	+$1.8M Bought	— 442.6K shares	Q4 2024 Held for 11 months
4 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$14.5M	9.03%	-$82.0K Sold	— 325.4K shares	Q4 2024 Held for 11 months
5 Dimensional U.S. Targeted Value DFAT	ETF ETF	$10.7M	6.65%	-$25.9K Sold	— 184.0K shares	Q4 2024 Held for 11 months
6 DISV Dimensional International Small Cap Value DISV	ETF ETF	$8.4M	5.22%	+$132.0K Bought	— 235.7K shares	Q4 2024 Held for 11 months
7 Dimensional US Real Estate DFAR	ETF ETF	$8.0M	4.94%	+$1.2M Bought	— 333.4K shares	Q4 2024 Held for 11 months
8 Dimensional US Small Cap Value DFSV	ETF ETF	$6.0M	3.74%	+$931.0K Bought	— 189.3K shares	Q4 2024 Held for 11 months
9 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$5.6M	3.50%	—	0.00% 7.4K shares	Q4 2024 Held for 11 months
10 Apple AAPL	Consumer Electronics Technology	$5.6M	3.48%	-$517.2K Sold	0.00% 22.0K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PINNEY & SCOFIELD, INC.'s latest filing

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Market Value

$161.0M

Prior: $147.7M

Q/Q Change

+9.02%

+$13.3M

Net Flows % of MV

+2.5%

Turnover Ratio

2.87%

New Purchases

2 stocks

$36.5K

Added To

49 stocks

+$6.6M

Sold Out Of

5 stocks

$1.7M

Reduced Holdings

18 stocks

-$851.3K

Increased Positions

Position	Shares Δ	Change
1 BBT BB&T Corporation BBT	New	0 → 1.4K +$34.3K
2 Dimensional Ultrashort Fixed Income DUSB	New	0 → 43.0 +$2.2K
3 Vanguard Total Stock Market VTI	+142.31%	78.0 → 189.0 +$36.4K
4 Vanguard FTSE All-World Ex-US ETF VEU	+123.81%	210.0 → 470.0 +$18.6K
5 Advanced Micro Devices AMD	+73.68%	190.0 → 330.0 +$22.7K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	Sold	13.8K → 0 −$1.4M
2 iShares MSCI Emerging Markets ex China EMXC	Sold	4.0K → 0 −$252.6K
3 Brookline Bancorp BRKL	Sold	3.0K → 0 −$31.7K
4 Lithium Americas LAC	Sold	5.0K → 0 −$13.4K
5 Berkshire Hills Bancorp BHLB	Sold	185.0 → 0 −$4.6K

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Analytics

Portfolio insights and performance metrics for PINNEY & SCOFIELD, INC.

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Sector Allocation

ETF

84.60%

Technology

6.60%

Healthcare

4.00%

Communication Services

1.00%

Financial Services

0.90%

Consumer Cyclical

0.70%

Industrials

0.70%

Consumer Defensive

0.60%

Utilities

0.30%

Energy

0.30%

Real Estate

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

12.96%

Large Cap ($10B - $200B)

1.97%

Mid Cap ($2B - $10B)

0.19%

Small Cap ($300M - $2B)

0.13%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

84.74%

Portfolio Concentration

Top 10 Holdings %

72.28%

Top 20 Holdings %

87.21%

Top 50 Holdings %

95.47%

Top 100 Holdings %

98.68%