Long-term investor
Sageworth Trust Co. @sageworthtrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001482688).
Record
- Tracked since 2025-06-30 (434 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days +13.1% · 6 months +14.1% · 1 year +22.6% · all +22.6%
- Max drawdown -1.6% · Sharpe 1.26 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 15.9% · long · since 2025-06-30
- VXUS · 12.9% · long · since 2025-06-30
- VOO · 10.8% · long · since 2025-06-30
- ACWI · 10.7% · long · since 2025-06-30
- DFAU · 9.0% · long · since 2025-06-30
- SPY · 6.5% · long · since 2025-06-30
- DFIC · 4.7% · long · since 2025-06-30
- ACWX · 4.1% · long · since 2025-06-30
- VT · 3.5% · long · since 2025-06-30
- VEA · 3.1% · long · since 2025-06-30
- DFAS · 3.0% · long · since 2025-06-30
- DFEM · 2.5% · long · since 2025-06-30