Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO | 07-16-2024 | 06-30-2024 | 114 | 1,585,409,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MAR | ETF | 51 | $4,281,021 | 114,191 | 0.00 | 0.00 | -1,695 | -1.46 | 06-30-2024 |
| TESLA, INC. CMN | COM | 52 | $3,670,674 | 18,550 | 0.00 | 0.00 | 1,349 | 7.84 | 06-30-2024 |
| APPLE INC. CMN | COM | 53 | $3,649,834 | 17,329 | 0.00 | 0.00 | 10,490 | 153.38 | 06-30-2024 |
| NVIDIA CORP | COM | 54 | $3,255,279 | 26,350 | 0.00 | 0.00 | 25,619 | 3504.65 | 06-30-2024 |
