Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO OF SOUTH DAKOTA | 04-16-2024 | 03-31-2024 | 50 | 64,743,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | ETF | 1 | $13,890,875 | 53,447 | 0.02 | 0.02 | 7,893 | 17.33 | 03-31-2024 |
| ISHARES TR | ETF | 2 | $3,420,858 | 31,062 | 0.01 | 0.01 | -16,600 | -34.83 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | ETF | 3 | $3,333,291 | 48,449 | 0.01 | 0.00 | 9,769 | 25.26 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $2,938,931 | 16,293 | 0.00 | 0.00 | 3,193 | 24.37 | 03-31-2024 |
