Sageworth Trust Co of South Dakota: 13F holdings

CIK 18715932026Q2

Positions61
Reported value$162.1m
Filed2026-07-28

Change since last quarter

Positions61 (+5 vs prior quarter)
Reported value$162.1m (+28.4%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD US TOTAL STOCK MKT SH74,680$27.6m17.1%
VOO VANGUARD S&P 500 ETF28,219$19.4m12.0%
VXUS VANGUARD TOTAL INTERNATIONAL S169,729$14.5m9.0%
DIMENSIONAL ETF TRUST US CORE111,540$9.1m5.6%
DFIC DIMENSIONAL ETF TRUST INTERNAT221,248$8.2m5.1%
DIMENSIONAL U.S. SMALL CAP ETF98,702$8.1m5.0%
VEA VANGUARD FTSE DEVELOPED MARKET108,932$7.8m4.8%
DFEM DIMENSIONAL ETF TRUST EMERGING155,277$6.3m3.9%
ACWI ISHARES MSCI ACWI ETF31,062$4.9m3.0%
AMZN AMAZON COM INC20,347$4.8m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1871593")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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