Top 50 Sageworth Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD US TOTAL STOCK MKT SH | 15.51% | 1.12M | $360.9M | -2.27%(-26.07K) | $159.09(+129.24%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | 13.1% | 3.95M | $304.8M | -5.75%(-241.14K) | $54.40(+56.39%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 10.35% | 402.9K | $240.7M | +8.04%(+29.97K) | $397.75(+71.57%) | 2026-03-31 | |
| ACWI | ISHARES MSCI ACWI ETF | 10.29% | 1.73M | $239.4M | +0.00%(+68) | $60.23(+158.82%) | 2026-03-31 | |
| DFAU | DIMENSIONAL US CORE EQUITY MAR | 8.69% | 4.48M | $202.1M | -0.56%(-25.05K) | $42.55(+19.76%) | 2026-03-31 | |
| ACWX | ISHARES MSCI ACWI EX US | 4.16% | 1.41M | $96.7M | -0.81%(-11.46K) | $43.70(+72.66%) | 2026-03-31 | |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 3.42% | 575.3K | $79.6M | -0.86%(-4.97K) | $78.01(+99.20%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 2.97% | 1.08M | $69.2M | +31.30%(+257.42K) | $47.71(+48.04%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 1.44% | 171.0K | $33.5M | -1.92%(-3.35K) | $122.80(+69.69%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 0.95% | 33.8K | $22.0M | -0.03%(-9) | $183.43(+306.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.03% | +48.26% |
| Top 20 Holdings Unweighted | +12.11% | +40.92% |
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