Sageworth Trust Co of South Dakota

Est. AUM

$126.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD US TOTAL STOCK MKT SH	ETF	$21.4M	66741	16.96%	SOLE
2	VANGUARD S&P 500 ETF	ETF	$13.0M	21828	10.33%	SOLE
3	VANGUARD TOTAL INTERNATIONAL S	ETF	$12.9M	167895	10.25%	SOLE
4	DIMENSIONAL ETF TRUST INTERNAT	ETF	$7.3M	204535	5.76%	SOLE
5	DIMENSIONAL ETF TRUST US CORE	ETF	$6.9M	96339	5.50%	SOLE
6	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$5.9M	82822	4.67%	SOLE
7	ISHARES MSCI ACWI ETF	ETF	$4.3M	31062	3.40%	SOLE
8	DIMENSIONAL ETF TRUST EMERGING	ETF	$4.2M	120544	3.30%	SOLE
9	VANGUARD FTSE DEVELOPED MARKET	ETF	$3.7M	58112	2.95%	SOLE
10	DIMENSIONAL US CORE EQUITY MAR	ETF	$3.6M	79671	2.85%	SOLE
11	ISHARES MSCI ACWI EX US	ETF	$3.3M	47887	2.60%	SOLE
12	AMAZON COM INC	COM	$3.0M	14475	2.39%	SOLE
13	TJX COMPANIES INC (NEW) CMN	COM	$2.9M	17903	2.26%	SOLE
14	VANGUARD VALUE ETF	ETF	$2.4M	12428	1.93%	SOLE
15	ALPHABET INC. CMN CLASS A	COM	$2.4M	8262	1.88%	SOLE
16	CUMMINS INC	COM	$2.2M	4051	1.73%	SOLE
17	ISHARES RUSSELL 2000 ETF	ETF	$1.9M	7537	1.48%	SOLE
18	ISHARES CORE S&P 500 ETF	ETF	$1.6M	2519	1.30%	SOLE
19	ALPHABET INC CLASS C	COM	$1.5M	5294	1.20%	SOLE
20	L3HARRIS TECHNOLOGIES IN	COM	$1.5M	4364	1.19%	SOLE
21	FLEXSHARES QUALITY DIVIDEND	COM	$1.1M	14472	0.91%	SOLE
22	CONOCOPHILLIPS CMN	COM	$1.1M	8096	0.85%	SOLE
23	ISHARES CORE S&P SMALL CAP ETF	ETF	$1.0M	8103	0.80%	SOLE
24	VANGUARD ESG U.S. STOCK ETF	ETF	$1.0M	8936	0.79%	SOLE
25	VANGUARD ESG INTERNATIONAL STO	ETF	$993K	13848	0.79%	SOLE
26	CENCORA INC CMN	COM	$964K	3068	0.76%	SOLE
27	BERKSHIRE HATHAWAY INC - CL B	COM	$934K	1950	0.74%	SOLE
28	TAIWAN SEMICONDUCTOR MFG ADS L	COM	$865K	2559	0.69%	SOLE
29	BROADCOM INC. CMN	COM	$828K	2674	0.66%	SOLE
30	DANAHER CORPORATION CMN	COM	$766K	4038	0.61%	SOLE
31	SPDR S&P 500 ETF TRUST	ETF	$722K	1110	0.57%	SOLE
32	GLOBAL X FDS GLB X MLP ENRG I	ETF	$613K	8297	0.49%	SOLE
33	EXXON MOBIL CORPORATION CMN	COM	$598K	3522	0.47%	SOLE
34	INTL GNRL INSURANCE HLDNGS LTD	COM	$594K	24510	0.47%	SOLE
35	BLACKROCK FUNDING, INC. CMN	COM	$563K	585	0.45%	SOLE
36	THE TRAVELERS COMPANIES, INC C	COM	$552K	1893	0.44%	SOLE
37	MICROSOFT CORP	COM	$536K	1447	0.42%	SOLE
38	ISHARES MSCI EAFE ETF	ETF	$503K	5183	0.40%	SOLE
39	ISHARES TR S&P500 GRW	ETF	$490K	4330	0.39%	SOLE
40	JOHN HANCOCK EXCHANGE TRADED M	ETF	$481K	6147	0.38%	SOLE
41	FLEXSHARES GLOBAL UPSTREAM N	ETF	$451K	8168	0.36%	SOLE
42	APPLE INC	COM	$448K	1766	0.35%	SOLE
43	SPDR GOLD TRUST ETF	ETF	$445K	1035	0.35%	SOLE
44	JPMORGAN CHASE & CO CMN	COM	$373K	1269	0.30%	SOLE
45	GE VERNOVA LLC CMN	COM	$345K	395	0.27%	SOLE
46	GE AEROSPACE CMN	COM	$342K	1206	0.27%	SOLE
47	ISHARES TR MSCI USA MIN VOL	ETF	$315K	3400	0.25%	SOLE
48	RTX CORP CMN	COM	$287K	1486	0.23%	SOLE
49	VANGUARD INTL EQTY IDX ALLWRLD	ETF	$285K	3801	0.23%	SOLE
50	TOTAL SA EUR SHS	COM	$281K	3016	0.22%	SOLE

1–50 of 56

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.