Institutional Fund
Sageworth Trust Co Of South Dakota
Sioux Falls, SDCIK 18715935 filings on record
Portfolio Value
$126.24M
Q1 2026
Holdings
56
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+3.1%
from $122.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.0%
- Vanguard Index Fds10.3%
- Vanguard Star Fds10.3%
- Dimensional ETF Trust5.8%
- Dimensional ETF Trust5.5%
- Dimensional ETF Trust4.7%
- Other46.5%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 66.7K | $21.41M | 17.0% | +784 | Added |
| 2 | Vanguard Index Fds | 21.8K | $13.04M | 10.3% | +262 | Added |
| 3 | Vanguard Star Fds | 167.9K | $12.95M | 10.3% | −4.3K | Reduced |
| 4 | Dimensional ETF Trust | 204.5K | $7.27M | 5.8% | −2.7K | Reduced |
| 5 | Dimensional ETF Trust | 96.3K | $6.94M | 5.5% | +383 | Added |
| 6 | Dimensional ETF Trust | 82.8K | $5.89M | 4.7% | +570 | Added |
| 7 | Ishares Tr | 31.1K | $4.30M | 3.4% | 0 | Held |
| 8 | Dimensional ETF Trust | 120.5K | $4.16M | 3.3% | +508 | Added |
| 9 | Vanguard Tax-Managed Fds | 58.1K | $3.72M | 2.9% | +500 | Added |
| 10 | Dimensional ETF Trust | 79.7K | $3.59M | 2.8% | +1.5K | Added |
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