Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sageworth Trust Co of South Dakota (CIK 1871593) reported $126.2M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($21.4M, 16.96%), VOO ($13.0M, 10.33%), VXUS ($12.9M, 10.26%), DFIC ($7.3M, 5.76%), DCOR ($6.9M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD US TOTAL STOCK MKT SH | $21.4M | 16.96% | 66,741 | Added |
| 2 | VOO | VANGUARD S&P 500 ETF | $13.0M | 10.33% | 21,828 | Added |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL S | $12.9M | 10.26% | 167,895 | Trimmed |
| 4 | DFIC | DIMENSIONAL ETF TRUST INTERNAT | $7.3M | 5.76% | 204,535 | Trimmed |
| 5 | DCOR | DIMENSIONAL ETF TRUST US CORE | $6.9M | 5.50% | 96,339 | Added |
| 6 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $5.9M | 4.67% | 82,822 | Added |
| 7 | ACWI | ISHARES MSCI ACWI ETF | $4.3M | 3.40% | 31,062 | Hold |
| 8 | DFEM | DIMENSIONAL ETF TRUST EMERGING | $4.2M | 3.30% | 120,544 | Added |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKET | $3.7M | 2.95% | 58,112 | Added |
| 10 | DFAU | DIMENSIONAL US CORE EQUITY MAR | $3.6M | 2.85% | 79,671 | Added |
| 11 | ACWX | ISHARES MSCI ACWI EX US | $3.3M | 2.60% | 47,887 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $3.0M | 2.39% | 14,475 | Added |
| 13 | TJX | TJX COMPANIES INC (NEW) CMN | $2.9M | 2.26% | 17,903 | Added |
| 14 | VTV | VANGUARD VALUE ETF | $2.4M | 1.93% | 12,428 | Trimmed |
| 15 | GOOGL | ALPHABET INC. CMN CLASS A | $2.4M | 1.88% | 8,262 | Added |
| 16 | CMI | CUMMINS INC | $2.2M | 1.73% | 4,051 | Hold |
| 17 | IWM | ISHARES RUSSELL 2000 ETF | $1.9M | 1.48% | 7,537 | Hold |
| 18 | IVV | ISHARES CORE S&P 500 ETF | $1.6M | 1.30% | 2,519 | Hold |
| 19 | GOOG | ALPHABET INC CLASS C | $1.5M | 1.20% | 5,294 | Added |
| 20 | LHX | L3HARRIS TECHNOLOGIES IN | $1.5M | 1.19% | 4,364 | Hold |
| 21 | QDF | FLEXSHARES QUALITY DIVIDEND | $1.1M | 0.91% | 14,472 | Trimmed |
| 22 | COP | CONOCOPHILLIPS CMN | $1.1M | 0.85% | 8,096 | Added |
| 23 | IJR | ISHARES CORE S&P SMALL CAP ETF | $1.0M | 0.80% | 8,103 | Trimmed |
| 24 | ESGV | VANGUARD ESG U.S. STOCK ETF | $1.0M | 0.79% | 8,936 | Hold |
| 25 | VSGX | VANGUARD ESG INTERNATIONAL STO | $993,317 | 0.79% | 13,848 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31