Sageworth Trust Co
Q2 2025 13F Holdings
- Locationlancaster, PA
- Num holdings
98
- Value ($000)
$1,805,921
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD US TOTAL STOCK MKT SH | ETF | 922908769 | $366.58M | 20 % | 1,206,128 | ||
VANGUARD TOTAL INTERNATIONAL S | ETF | 921909768 | $286.71M | 16 % | 4,149,816 | ||
ACWI ISHARES MSCI ACWI ETF | ETF | 464288257 | $223.30M | 12 % | 1,736,413 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $195.39M | 11 % | 343,974 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $171.27M | 10 % | 277,196 | ||
ACWX ISHARES MSCI ACWI EX US | ETF | 464288240 | $88.78M | 5 % | 1,456,871 | ||
VT VANGUARD TOTAL WORLD STOCK ETF | ETF | 922042742 | $75.78M | 4 % | 589,674 | ||
DFAS DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $61.41M | 3 % | 963,890 | ||
VEA VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | $44.49M | 3 % | 780,373 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $30.68M | 2 % | 173,602 |
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