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CIK: 0001871593
Total reported value
$162.1M
$162.1M
43 檔
22.1%
As reported in its official Q4 2024 Form 13F filing, Sageworth Trust Co of South Dakota's tracked investment portfolio stood at $162.1M with 43 total positions.
In Q4 2024, Sageworth Trust Co of South Dakota displayed an active expansion posture, initiating 1 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.17% | +0.09% | +0.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.76% | +1.63% | +15.07% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.60% | +0.34% | +6.26% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.48% | -1.31% | +9.47% | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 5.37% | +0.14% | +3.10% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.62% | — | +1.77% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.62% | -0.39% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | +0.60% | +4.20% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 3.57% | -0.67% | +3.49% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.51% | -0.76% | +0.57% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.90% | +0.23% | -3.51% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.71% | +0.21% | — | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.24% | +0.59% | +1.78% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.11% | -0.62% | — | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.79% | +0.05% | — | |
| 16 | ✓ | Stock-Other | 1.66% | — | — | ||
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +1.84% | -7.01% | |
| 18 | QDF | Flexshares Quality Dividend | ETF-Other | 1.42% | -0.16% | — | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.40% | -0.02% | — | |
| 20 | ✓ | Stock-Other | 1.17% | — | — | ||
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.16% | -0.02% | — | |
| 22 | ✓ | Stock-Other | 1.12% | — | — | ||
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | -0.08% | +21.78% | |
| 24 | ✓ | Stock-Other | 0.97% | — | — | ||
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.14% | — | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.95% | -0.10% | -1.47% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | -0.02% | — | |
| 28 | ✓ | Stock-Other | 0.87% | — | — | ||
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.86% | -0.10% | -0.42% | |
| 30 | ✓ | Stock-Other | 0.84% | — | — | ||
| 31 | ✓ | Stock-Other | 0.79% | — | -9.85% | ||
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.40% | EXIT | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.55% | — | — | |
| 34 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.54% | -0.04% | — | |
| 35 | ✓ | Stock-Other | 0.44% | — | — | ||
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.11% | — | |
| 38 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.38% | -0.13% | — | |
| 39 | ✓ | Stock-Other | 0.36% | — | — | ||
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | +0.13% | NEW | |
| 41 | ✓ | Stock-Other | 0.35% | — | — | ||
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | -0.03% | — | |
| 43 | ✓ | Stock-Other | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +1.1% | +15.07% | Add |
| 3 | AMZN | Amazon.com Inc | +0.7% | +4.20% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +0.69% | Add |
| 5 | DFAS | Dimensional US Small Cap ETF | +0.3% | +6.26% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | +0.2% | +3.10% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +21.78% | Add |
| 9 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 11 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 12 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 15 | ESGV | Vanguard Esg US Stock ETF | — | -1.47% | Trim |
| 16 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 17 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 18 | JHML | John Hancock Multi Fact Lrg | 0% | — | Unchanged |
| 19 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 20 | COR | Cencora Inc | 0% | — | Unchanged |
| 21 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 22 | FTV | Fortive CORP | 0% | — | Unchanged |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 24 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 25 | MOAT | Vaneck Morningstar Wide Moat | 0% | — | Unchanged |
| 26 | QDF | Flexshares Quality Dividend | 0% | — | Unchanged |
| 27 | GUNR | Flexshares Global Upstream N | -0.1% | — | Unchanged |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 29 | PFG | Principal Financial Group | -0.1% | — | Unchanged |
| 30 | COP | Conocophillips | -0.1% | — | Unchanged |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 32 | TRV | Travelers Cos Inc/the | -0.1% | — | Trim |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | -0.42% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | -0.1% | +9.47% | Add |
| 35 | VTV | Vanguard Value ETF | -0.1% | +0.57% | Add |
| 36 | ACWI | Ishares Msci Acwi ETF | -0.1% | — | Unchanged |
| 37 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | +1.78% | Add |
| 38 | LHX | L3harris Technologies Inc | -0.2% | — | Unchanged |
| 39 | DFIC | Dimensional International Co | -0.2% | +3.49% | Add |
| 40 | BDX | Becton Dickinson And Co | -0.3% | EXIT | Sold out |
| 41 | DHR | Danaher CORP | -0.3% | — | Unchanged |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.3% | -7.01% | Trim |
| 43 | VYMI | Vanguard Int High Dvd Yld In | -0.4% | +1.77% | Add |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | -0.4% | -3.51% | Trim |
| 45 | BLKCHF | Blackrock Inc | -1.1% | EXIT | Sold out |
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 43 disclosed positions in Q4 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, VOO, DFAS) accounted for 22.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $922.6K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $854.6K
During Q4 2024, Sageworth Trust Co of South Dakota's top holdings by market value included VTI (21.2%)、VOO (7.8%)、DFAS (5.6%). The largest single position, VTI, represented 21.2% of total portfolio value.
In Q4 2024, Sageworth Trust Co of South Dakota made 19 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 5 holdings, and fully liquidating 2 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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