Sageworth Trust Co
Q1 2025 13F Holdings
- Locationlancaster, PA
- Num holdings
97
- Value ($000)
$1,608,711
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001482688
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ET | ETF | 922908769 | $323.63M | 20 % | 1,177,538 | ||
VANGUARD TOTAL INTERNATIONAL S | ETF | 921909768 | $212.35M | 13 % | 3,419,447 | ||
ACWI ISHARES MSCI ACWI ETF | ETF | 464288257 | $203.15M | 13 % | 1,745,457 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $167.16M | 10 % | 325,262 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $155.30M | 10 % | 277,624 | ||
ACWX ISHARES MSCI ACWI EX US | ETF | 464288240 | $82.04M | 5 % | 1,479,590 | ||
VT VANGUARD TOTAL WORLD STOCK ETF | ETF | 922042742 | $68.74M | 4 % | 592,878 | ||
DFAS DIMENSIONAL ETF TRUST US SMALL | ETF | 25434V500 | $58.42M | 4 % | 977,781 | ||
VYMI VANGUARD INTERNATIONAL HIGH DI | ETF | 921946794 | $52.19M | 3 % | 708,290 | ||
VEA VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | $33.06M | 2 % | 650,451 |
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