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Sageworth Trust Co of South Dakota

Portfolio Manager
Sageworth Trust Co of South Dakota
Performance
-1.08% (2026 Q1)
AUM (13F)
$126.24M
# of Holdings
56
Performance Rank
Allocation (Top 20)
66.35%

Sageworth Trust Co of South Dakota Holdings Map

Top 39 Sageworth Trust Co of South Dakota Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD US TOTAL STOCK MKT SH
16.96%66.7K$21.4M
+1.19%(+784)
2025-Q1: 58.9K shares2025-Q2: 58.7K shares2025-Q3: 66.0K shares2025-Q4: 66.0K shares2026-Q1: 66.7K shares
$228.82(+59.39%)
2026-03-31
VOO
VANGUARD S&P 500 ETF
10.33%21.8K$13.0M
+1.21%(+262)
2025-Q1: 13.9K shares2025-Q2: 14.6K shares2025-Q3: 15.3K shares2025-Q4: 21.6K shares2026-Q1: 21.8K shares
$531.29(+28.45%)
2026-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL S
10.26%167.9K$12.9M
-2.51%(-4.32K)
2025-Q1: 84.5K shares2025-Q2: 152.0K shares2025-Q3: 147.9K shares2025-Q4: 172.2K shares2026-Q1: 167.9K shares
$63.85(+33.26%)
2026-03-31
ACWI
ISHARES MSCI ACWI ETF
3.4%31.1K$4.3M
+0.00%(+0)
2025-Q1: 31.1K shares2025-Q2: 31.1K shares2025-Q3: 31.1K shares2025-Q4: 31.1K shares2026-Q1: 31.1K shares
$85.23(+82.89%)
2026-03-31
VEA
VANGUARD FTSE DEVELOPED MARKET
2.95%58.1K$3.7M
+0.87%(+500)
2025-Q1: 26.8K shares2025-Q2: 26.8K shares2025-Q3: 35.6K shares2025-Q4: 57.6K shares2026-Q1: 58.1K shares
$54.16(+30.40%)
2026-03-31
DFAU
DIMENSIONAL US CORE EQUITY MAR
2.85%79.7K$3.6M
+1.95%(+1.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.1K shares2026-Q1: 79.7K shares
$46.27(+10.13%)
2026-03-31
ACWX
ISHARES MSCI ACWI EX US
2.6%47.9K$3.3M
-2.04%(-996)
2025-Q1: 43.9K shares2025-Q2: 44.2K shares2025-Q3: 48.9K shares2025-Q4: 48.9K shares2026-Q1: 47.9K shares
$47.33(+59.40%)
2026-03-31
AMZN
AMAZON COM INC
2.39%14.5K$3.0M
+6.04%(+825)
2025-Q1: 13.7K shares2025-Q2: 13.7K shares2025-Q3: 14.0K shares2025-Q4: 13.7K shares2026-Q1: 14.5K shares
$168.49(+60.32%)
2026-03-31
TJX
TJX COMPANIES INC (NEW) CMN
2.26%17.9K$2.9M
+0.92%(+164)
2025-Q1: 17.7K shares2025-Q2: 17.7K shares2025-Q3: 17.8K shares2025-Q4: 17.7K shares2026-Q1: 17.9K shares
$73.73(+99.41%)
2026-03-31
VTV
VANGUARD VALUE ETF
1.93%12.4K$2.4M
-11.25%(-1.57K)
2025-Q1: 16.4K shares2025-Q2: 15.4K shares2025-Q3: 14.0K shares2025-Q4: 14.0K shares2026-Q1: 12.4K shares
$147.58(+41.19%)
2026-03-31

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