Sageworth Trust Co of South Dakota 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
ST Sageworth Trust Co of South Dakota | Institutional Filer | ▲ 3.13% | $126.2M | 56 |
Current Portfolio Holdings
Showing all 56 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD US TOTAL STOCK MKT SH | — | 67K | $21.4M | 16.96% |
| 2 | VOO | VANGUARD S&P 500 ETF | — | 22K | $13.0M | 10.33% |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL S | — | 168K | $12.9M | 10.26% |
| 4 | NaN | DIMENSIONAL ETF TRUST INTERNAT | — | 205K | $7.3M | 5.76% |
| 5 | NaN | DIMENSIONAL ETF TRUST US CORE | — | 96K | $6.9M | 5.50% |
| 6 | NaN | DIMENSIONAL U.S. SMALL CAP ETF | — | 83K | $5.9M | 4.67% |
| 7 | ACWI | ISHARES MSCI ACWI ETF | — | 31K | $4.3M | 3.40% |
| 8 | NaN | DIMENSIONAL ETF TRUST EMERGING | — | 121K | $4.2M | 3.30% |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKET | — | 58K | $3.7M | 2.95% |
| 10 | DFAU | DIMENSIONAL US CORE EQUITY MAR | — | 80K | $3.6M | 2.85% |
| 11 | ACWX | ISHARES MSCI ACWI EX US | — | 48K | $3.3M | 2.60% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 14K | $3.0M | 2.39% |
| 13 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 18K | $2.9M | 2.26% |
| 14 | VTV | VANGUARD VALUE ETF | — | 12K | $2.4M | 1.93% |
| 15 | NaN | ALPHABET INC. CMN CLASS A | — | 8K | $2.4M | 1.88% |
Showing 1 to 15 of 56 holdings