§ 13F · FUND PROFILE
Sageworth Trust Co of South Dakota.
AUM · $162M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD US TOTAL STOCK MKT SH | 75K | $28M | 17.1% | +12% |
| 2 | VOO | VANGUARD S&P 500 ETF | 28K | $19M | 12.0% | +29% |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL S | 170K | $15M | 9.0% | +1% |
| 4 | — | DIMENSIONAL ETF TRUST US CORE | 112K | $9M | 5.6% | +16% |
| 5 | — | DIMENSIONAL ETF TRUST INTERNAT | 221K | $8M | 5.1% | +8% |
| 6 | — | DIMENSIONAL U.S. SMALL CAP ETF | 99K | $8M | 5.0% | +19% |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKET | 109K | $8M | 4.8% | +87% |
| 8 | — | DIMENSIONAL ETF TRUST EMERGING | 155K | $6M | 3.9% | +29% |
| 9 | ACWI | ISHARES MSCI ACWI ETF | 31K | $5M | 3.0% | ±0% |
| 10 | AMZN | AMAZON COM INC | 20K | $5M | 3.0% | +41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEWORTH SIGNAL
AC read
Sageworth Trust Co of South Dakota is a Other fund managing $162 million in assets. The fund runs a portfolio of 61 positions.
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