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CIK: 0001871593
Total reported value
$162.1M
$162.1M
50 檔
16.3%
In Q1 2024, Sageworth Trust Co of South Dakota's U.S. equity holdings reached a combined market value of $162.1M, distributed across 50 disclosed stock positions.
During Q1 2024, Sageworth Trust Co of South Dakota's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.46% | +0.09% | +17.33% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.28% | -0.39% | -34.83% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.15% | — | +25.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.54% | +0.60% | +24.37% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.49% | -1.31% | +23.79% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.10% | -0.76% | — | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.75% | +0.23% | -16.50% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.71% | -0.67% | +62.00% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.00% | +0.21% | +8.01% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.94% | +0.34% | +36.73% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.45% | -0.62% | — | |
| 12 | ✓ | Stock-Other | 1.97% | — | +21.85% | ||
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.92% | -0.02% | +3.47% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.88% | +0.05% | +2.12% | |
| 15 | QDF | Flexshares Quality Dividend | ETF-Other | 1.85% | -0.16% | — | |
| 16 | ✓ | Stock-Other | 1.82% | — | +3.61% | ||
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +1.63% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | +1.84% | +24.31% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.58% | +0.59% | +86.87% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.24% | — | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.46% | -0.02% | +1.76% | |
| 22 | ✓ | Stock-Other | 1.23% | — | +5.78% | ||
| 23 | ✓ | Stock-Other | 1.21% | — | +27.35% | ||
| 24 | COR | Cencora Inc | Stock-Healthcare | 1.16% | +0.19% | +1.14% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.09% | -0.10% | +2.32% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | -0.08% | +1.97% | |
| 27 | ✓ | Stock-Other | 1.07% | — | +2.63% | ||
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.05% | -0.10% | +1.60% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.20% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.14% | -37.98% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | -0.02% | — | |
| 32 | ✓ | Stock-Other | 0.85% | — | — | ||
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.83% | -0.40% | EXIT | |
| 34 | ✓ | Stock-Other | 0.82% | — | +40.01% | ||
| 35 | ✓ | Stock-Other | 0.80% | — | — | ||
| 36 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.80% | -0.13% | -4.86% | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.76% | +0.14% | — | |
| 38 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | — | — | |
| 39 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.61% | -0.04% | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.03% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | — | — | |
| 42 | ✓ | Stock-Other | 0.50% | — | -5.03% | ||
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | — | — | |
| 44 | ✓ | Stock-Other | 0.47% | — | — | ||
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.46% | — | +4.04% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.11% | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.13% | NEW | |
| 48 | ✓ | Stock-Other | 0.39% | — | +2.42% | ||
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.03% | +11.13% | |
| 50 | ✓ | Stock-Other | 0.35% | — | — |
According to official SEC Form 13F filings, Sageworth Trust Co of South Dakota reported a total U.S. public equity portfolio value of $162.1M across 50 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, ACWI, VYMI) accounted for 16.3% of total reported equity market value during Q1 2024.
During Q1 2024, Sageworth Trust Co of South Dakota's top holdings by market value included VTI (21.5%)、ACWI (5.3%)、VYMI (5.2%). The largest single position, VTI, represented 21.5% of total portfolio value.
In Q1 2024, Sageworth Trust Co of South Dakota made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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