account_balance
Investment manager · 13F filer · SEC CIK 1482688
Sageworth Trust Co
Reported value$2.65Bas of Sep 30, 2026
Positions115 5 new, 17 sold out
Top 10 weight80.1%VTI alone is 15%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
15.2%
VXUSVanguard Star FDS
12.2%
ACWIiShares Tr
11.6%Added +12%
VOOVanguard Index FDS
10.9%Added +3%
DFAUDimensional ETF Trust
8.6%
SPYSPDR S&P 500 ETF Trust
6.2%Trimmed −3%
DFICDimensional ETF Trust Internat
4.8%Added +5%
ACWXiShares Tr
3.9%
VTVanguard Intl Equity Index F
3.4%
VEAVanguard Tax-Managed FDS
3.3%
DFASDimensional U.S. Small Cap ETF
2.7%+2%
DFEMDimensional ETF Trust Emerging
2.7%+14%
VTIVanguard Index FDS
15.2%
VXUSVanguard Star FDS
12.2%
ACWIiShares Tr
11.6%+12%
VOOVanguard Index FDS
10.9%+3%
DFAUDimensional ETF Trust
8.6%
SPYSPDR S&P 500 ETF Trust
6.2%
DFICDimensional ETF Trust Internat
4.8%
ACWX3.9%
VT3.4%
VEA
DFAS
DFEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 15.2% Held
VXUS Vanguard Star FDS 12.2% Held
ACWI iShares Tr 11.6% Added +12%
VOO Vanguard Index FDS 10.9% Added +3%
DFAU Dimensional ETF Trust 8.6% Held
SPY SPDR S&P 500 ETF Trust 6.2% Trimmed −3%DFIC Dimensional ETF Trust Internat 4.8% Added +5%
ACWX iShares Tr 3.9% Held
VT Vanguard Intl Equity Index F 3.4% Held
VEA Vanguard Tax-Managed FDS 3.3% Added +12%
DFAS Dimensional U.S. Small Cap ETF 2.7% Added +2%
DFEM Dimensional ETF Trust Emerging 2.7% Added +14%
What changed
Biggest moves since Jun 30, 2026
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