ST

Sageworth Trust Co of South Dakota

13F
Sageworth Trust Co of South Dakota
Last update 2025-07-21 50 Stocks (2 new)
Value $92.00 Mil Turnover 8 %
Countries:
Sageworth Trust Co of South Da... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
58,723
17,847.7
-0.29%
19.340
-0.06%
0.000
+19.60%
+6.90%
474,434.4
 
VXUS
Vanguard Total International Stock
151,964
10,499.2
+79.81%
11.380
+5.05%
0.010
+12.20%
+18.48%
92,835.9
 
VOO
Vanguard S&P 500 ETF
14,633
8,312.0
+5.37%
9.010
+0.46%
0.000
+19.34%
+7.26%
658,032.1
 
DCOR
Dimensional US Core Equity 1 ETF
72,147
4,823.0
+1.37%
5.230
+0.07%
0.260
+18.59%
+6.50%
1,894.5
 
DFAS
Dimensional U.S. Small Cap ETF
72,726
4,633.4
+3.45%
5.020
+0.17%
0.050
+17.74%
+1.04%
10,648.9
 
ACWI
iShares MSCI ACWI Index Fund
31,062
3,994.6
0%
4.330
0%
0.020
+16.31%
+10.94%
22,550.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
121,045
3,763.3
+4.99%
4.080
+0.19%
0.040
+10.99%
+21.17%
9,790.6
 
AMZN
Amazon.com Inc
13,650
2,994.7
0%
3.240
0%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
VTV
Vanguard Value ETF
15,401
2,722.0
-6.09%
2.950
-0.21%
0.000
+10.19%
+5.65%
134,245.4
 
ACWX
iShares MSCI ACWI Ex US Index Fund
44,184
2,692.6
+0.58%
2.920
+0.02%
0.040
+10.80%
+17.79%
6,487.9
 

Sageworth Trust Co of South Dakota's Historical Top Holdings Breakdowns

Sageworth Trust Co of South Dakota's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VXUS
Vanguard Total International Stock
2025-06-30
Add
Add
+5.05%
55.54 ($64.89) 69.09
$69.82
7.60%
Add 79.81%
151,964
67,449
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-06-30
Sold Out
Sold Out
-4.94%
65.84 ($76.49) 80.81
$81.16
6.11%
Sold Out
0
-55,817
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.77%
498.8 ($573.99) 620.9
$631.74
10.06%
Add 87.56%
2,442
1,140
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.46%
456.74 ($525.37) 568.03
$577.95
10.01%
Add 5.37%
14,633
746
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
New Buy
New Buy
+0.27%
53.65 ($61.9) 67.02
$68.24
10.24%
New holding
3,650
3,650
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.26%
23.4 ($27.48) 29.68
$30.44
10.77%
Add 11.49%
77,781
8,017
FTV
Fortive Corp
2025-06-30
Sold Out
Sold Out
-0.25%
47.14 ($52.4) 55.97
$51.08
-2.52%
Sold Out
0
-2,857
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
New Buy
New Buy
+0.22%
51.16 ($58.7) 62.02
$63.88
8.82%
New holding
3,273
3,273
VTV
Vanguard Value ETF
2025-06-30
Reduce
Reduce
-0.21%
153.67 ($168.97) 176.74
$178.87
5.86%
Reduce -6.09%
15,401
-999
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
Add
Add
+0.19%
24.94 ($29.27) 31.15
$31.31
6.97%
Add 4.99%
121,045
5,748

Sageworth Trust Co of South Dakota Total Holding History ($B)

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Sageworth Trust Co of South Dakota's Asset Allocation

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Sageworth Trust Co of South Dakota Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Sageworth Trust Co of South Dakota's Hypothetical Growth since 2025-06-30

Sageworth Trust Co of South Dakota's Yearly Returns

Year Portfolio % % Excess Gain %

Sageworth Trust Co of South Dakota's Holdings Heat Map

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Sageworth Trust Co of South Dakota's Holdings Bubble Chart

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