Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO | 04-16-2024 | 03-31-2024 | 77 | 1,550,309,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | ETF | 1 | $335,212,522 | 1,289,775 | 0.02 | 0.02 | 6,366 | 0.50 | 03-31-2024 |
| VANGUARD STAR FDS | ETF | 2 | $203,469,445 | 3,374,286 | 0.01 | 0.01 | 35,214 | 1.05 | 03-31-2024 |
| ISHARES TR | ETF | 3 | $194,721,955 | 1,768,110 | 0.01 | 0.01 | -66,672 | -3.63 | 03-31-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 4 | $163,907,123 | 313,356 | 0.01 | 0.01 | -608 | -0.19 | 03-31-2024 |
