Sageworth Trust Co Of South Dakota Top Holdings and 13F Report (2025) About Sageworth Trust Co Of South DakotaInvestment ActivitySageworth Trust Co Of South Dakota has $83.20 million in total holdings as of March 31, 2025.Sageworth Trust Co Of South Dakota owns shares of 50 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.73% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Sageworth Trust Co Of South Dakota has purchased 43 new stocks and bought additional shares in 14 stocks.Sageworth Trust Co Of South Dakota sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,186,427Vanguard S&P 500 ETF $7,136,668Vanguard Total International Stock ETF $5,248,381DIMENSIONAL US CORE EQUITY 1 E $4,365,040Dimensional U.S. Small Cap ETF $4,200,664 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $1,038,531 Holding874039100 - Taiwan Semiconductor Manufacturing $419,150 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $318,444 Holding594918104 - Microsoft $299,186 Holding46625h100 - JPMorgan Chase & Co. $284,548 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,497 shares (about $1.28M)Berkshire Hathaway 1,950 shares (about $1.04M)Vanguard Total International Stock ETF 10,939 shares (about $679.31K)Taiwan Semiconductor Manufacturing 2,525 shares (about $419.15K)iShares MSCI USA Min Vol Factor ETF 3,400 shares (about $318.44K) Largest Sales this Quarter BLACKROCK FUNDING, INC. CMN 107 shares (about $101.27K)FlexShares Quality Dividend Index Fund 1,289 shares (about $88.12K)SPDR Gold Shares 300 shares (about $86.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSageworth Trust Co Of South Dakota Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$16,186,427$308,370 ▲1.9%58,89419.5%ETFVOOVanguard S&P 500 ETF$7,136,668$1,283,233 ▲21.9%13,8878.6%ETFVXUSVanguard Total International Stock ETF$5,248,381$679,312 ▲14.9%84,5156.3%ETFDIMENSIONAL US CORE EQUITY 1 E$4,365,040$306,773 ▲7.6%71,1735.2%ETFDFASDimensional U.S. Small Cap ETF$4,200,664$138,381 ▲3.4%70,3045.0%ETFVYMIVanguard International High Dividend Yield ETF$4,113,155$145,538 ▲3.7%55,8174.9%ETFACWIiShares MSCI ACWI ETF$3,615,3060.0%31,0624.3%ManufacturingDFICDimensional International Core Equity 2 ETF$3,201,798$170,341 ▲5.6%115,2973.8%ETFVTVVanguard Value ETF$2,832,9360.0%16,4003.4%ETFAMZNAmazon.com$2,597,0490.0%13,6503.1%Retail/WholesaleACWXiShares MSCI ACWI ex U.S. ETF$2,435,8630.0%43,9292.9%ManufacturingTJXTJX Companies$2,160,6100.0%17,7392.6%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$1,845,955$56,042 ▲3.1%69,7642.2%ETFIWMiShares Russell 2000 ETF$1,503,5560.0%7,5371.8%FinanceVEAVanguard FTSE Developed Markets ETF$1,362,9050.0%26,8131.6%ETFCMICummins$1,301,403$31,657 ▲2.5%4,1521.6%Auto/Tires/TrucksGOOGLAlphabet$1,070,1090.0%6,9201.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,038,531$1,038,531 ▲New Holding1,9501.2%FinanceQDFFlexShares Quality Dividend Index Fund$997,988$88,116 ▼-8.1%14,5991.2%ETFDHRDanaher$986,4600.0%4,8121.2%MedicalCOPConocoPhillips$954,842$16,278 ▲1.7%9,0921.1%EnergyLHXL3Harris Technologies$913,4290.0%4,3641.1%AerospaceCORCencora$853,1800.0%3,0681.0%MedicalIJRiShares Core S&P Small-Cap ETF$790,549$3,033 ▲0.4%7,5601.0%ETFESGVVanguard ESG US Stock ETF$780,857$79,731 ▲11.4%7,9720.9%ETFBLACKROCK FUNDING, INC. CMN$750,559$101,273 ▼-11.9%7930.9%COMVSGXVanguard ESG International Stock ETF$749,636$41,463 ▲5.9%12,7100.9%ETFIVViShares Core S&P 500 ETF$731,5940.0%1,3020.9%ETFTRVTravelers Companies$689,4470.0%2,6070.8%FinanceSPYSPDR S&P 500 ETF Trust$637,1450.0%1,1390.8%FinanceIVWiShares S&P 500 Growth ETF$631,6150.0%6,8040.8%ETFGOOGAlphabet$631,1690.0%4,0400.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$547,5910.0%6,7000.7%FinanceXOMExxon Mobil$446,463$59,465 ▲15.4%3,7540.5%EnergyTSMTaiwan Semiconductor Manufacturing$419,150$419,150 ▲New Holding2,5250.5%Computer and TechnologyJHMLJohn Hancock Multifactor Large Cap ETF$414,4310.0%6,1470.5%ETFMOATVanEck Morningstar Wide Moat ETF$411,7520.0%4,6790.5%ETFIVEiShares S&P 500 Value ETF$342,2820.0%1,7960.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$318,444$318,444 ▲New Holding3,4000.4%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$317,0000.0%8,1680.4%ETFPFGPrincipal Financial Group$311,9160.0%3,6970.4%FinanceMSFTMicrosoft$299,186$299,186 ▲New Holding7970.4%Computer and TechnologyGLDSPDR Gold Shares$298,225$86,442 ▼-22.5%1,0350.4%FinanceJPMJPMorgan Chase & Co.$284,548$284,548 ▲New Holding1,1600.3%FinanceVOVanguard Mid-Cap ETF$279,3100.0%1,0800.3%ETFGMGeneral Motors$261,816$261,816 ▲New Holding5,5670.3%Auto/Tires/TrucksPGProcter & Gamble$256,653$256,653 ▲New Holding1,5060.3%Consumer StaplesAVGOBroadcom$234,402$234,402 ▲New Holding1,4000.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$230,5690.0%3,8010.3%ETFFTVFortive$209,0750.0%2,8570.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$273,684 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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