Universe · entity
Sageworth Trust Co
Institutional manager (13F) · CIK 1482688
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD US TOTAL STOCK MKT SH | $361M | 1,124,957 |
| 2 | VANGUARD TOTAL INTERNATIONAL S | $305M | 3,952,399 |
| 3 | VANGUARD S&P 500 ETF | $241M | 402,887 |
| 4 | ISHARES MSCI ACWI ETF | $239M | 1,729,958 |
| 5 | DIMENSIONAL US CORE EQUITY MAR | $202M | 4,479,578 |
| 6 | SPDR S&P 500 ETF TRUST | $149M | 228,797 |
| 7 | DIMENSIONAL ETF TRUST INTERNAT | $115M | 3,227,612 |
| 8 | ISHARES MSCI ACWI EX US | $97M | 1,412,315 |
| 9 | VANGUARD TOTAL WORLD STOCK ETF | $80M | 575,257 |
| 10 | VANGUARD FTSE DEVELOPED MARKET | $69M | 1,079,778 |
| 11 | DIMENSIONAL U.S. SMALL CAP ETF | $69M | 967,803 |
| 12 | DIMENSIONAL ETF TRUST EMERGING | $57M | 1,649,406 |
| 13 | VANGUARD VALUE ETF | $34M | 170,955 |
| 14 | DIMENSIONAL ETF TRUST US CORE | $26M | 365,433 |
| 15 | ISHARES CORE S&P 500 ETF | $22M | 33,756 |
| 16 | INVESCO S&P 500 EQUAL WEIGHT E | $22M | 112,440 |
| 17 | MFC FLEXSHARES TR MORNINGSTAR | $16M | 66,532 |
| 18 | ISHARES RUSSELL 2000 ETF | $12M | 50,082 |
| 19 | ISHARES CORE S&P SMALL CAP ETF | $12M | 99,836 |
| 20 | EA SERIES TRUST ALPHA ARCHITEC | $9M | 177,900 |
| 21 | VANGUARD INSTL INDEX FD TTL ST | $8M | 77,215 |
| 22 | GLOBAL X FDS GLB X MLP ENRG I | $6M | 85,268 |
| 23 | SPDR S&P MIDCAP 400 ETF TRUST | $6M | 9,569 |
| 24 | DIMENSIONAL EMERG CORE EQY MRK | $6M | 166,676 |
| 25 | ALPHABET INC CLASS C | $5M | 17,764 |
| 26 | ISHARES RUSSELL 1000 INDEX | $5M | 14,270 |
| 27 | FLEXSHARES MORNINGSTAR EMERGIN | $5M | 74,504 |
| 28 | ABBVIE INC | $5M | 23,010 |
| 29 | APPLE INC | $5M | 18,891 |
| 30 | TESLA, INC. CMN | $5M | 12,577 |
| 31 | VANGUARD ESG U.S. STOCK ETF | $4M | 37,613 |
| 32 | BROADCOM INC. CMN | $4M | 13,269 |
| 33 | ISHARES TR GLB INFRASTR ETF | $4M | 59,049 |
| 34 | NVIDIA CORP | $4M | 22,302 |
| 35 | MICROSOFT CORP | $4M | 9,940 |
| 36 | VANGUARD FTSE EMERGING MKTS ET | $3M | 64,066 |
| 37 | FLEXSHARES GLOBAL UPSTREAM N | $3M | 61,217 |
| 38 | VANGUARD SMALL CAP VALUE ETF | $3M | 15,006 |
| 39 | TAIWAN SEMICONDUCTOR MFG ADS L | $3M | 9,617 |
| 40 | ISHARES BITCOIN TR SHS | $3M | 83,412 |
| 41 | ALPHABET INC. CMN CLASS A | $3M | 10,111 |
| 42 | ABBOTT LABORATORIES CMN | $3M | 27,828 |
| 43 | VANGUARD HIGH DVD YIELD ETF | $3M | 18,944 |
| 44 | FLEXSHARES QUALITY DIVIDEND | $2M | 29,664 |
| 45 | JPMORGAN CHASE & CO CMN | $2M | 7,247 |
| 46 | ISHARES S&P MIDCAP 400 VALUE E | $2M | 16,072 |
| 47 | ISHARES TR S&P MIDCAP 400 | $2M | 31,440 |
| 48 | PALANTIR TECHNOLOGIES INC. CMN | $2M | 14,418 |
| 49 | INVESCO QQQ TRUST ETF, SERIES | $2M | 3,586 |
| 50 | ISHARES GOLD ETF | $2M | 22,496 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.