Sageworth Trust Co

Q4 2024 13F Holdings

  • Location
    lancaster, PA
  • Num holdings

    100

  • Value ($000)

    $1,617,756

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0001482688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

ETF
922908769
$352.79M
22 %

1,217,312

ACWI
ACWI

ISHARES TR

ETF
464288257
$205.81M
13 %

1,751,554

---

VANGUARD STAR FDS

ETF
921909768
$199.66M
12 %

3,388,169

VOO
VOO

VANGUARD INDEX FDS

ETF
922908363
$163.92M
10 %

304,234

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$163.20M
10 %

278,463

ACWX
ACWX

ISHARES TR

ETF
464288240
$77.66M
5 %

1,488,876

VT
VT

VANGUARD INTL EQUITY INDEX F

ETF
922042742
$69.99M
4 %

595,791

DFAS
DFAS

DIMENSIONAL ETF TRUST

ETF
25434V500
$61.84M
4 %

950,167

VYMI
VYMI

VANGUARD WHITEHALL FDS

ETF
921946794
$46.66M
3 %

687,416

VEA
VEA

VANGUARD TAX-MANAGED FDS

ETF
921943858
$31.07M
2 %

649,784

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 100