Filling information for Sageworth Trust Co as Treemap, investor disclosed 75 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922908611 | 922908611 | VANGUARD INDEX FDS | ETF | 3900463 | 23582 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | ETF | 393243 | 2421 | |
| 96758W101 | 96758W101 | WIDEOPENWEST, INC. CMN | COM | 111551 | 13217 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | ETF | 22451519 | 211667 | |
| 37950E101 | 37950E101 | GLOBAL X FDS | ETF | 405223 | 17530 | |
| 464287804 | 464287804 | ISHARES TR | ETF | 60610319 | 608232 | |
| 81619Q105 | 81619Q105 | SELECT MEDICAL HOLDINGS CORP C | COM | 1061034 | 33303 | |
| 45782C664 | 45782C664 | INNOVATOR ETFS TR | ETF | 26748222 | 776400 | |
| 783859101 | 783859101 | S & T BANCORP INC | COM | 989145 | 36379 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | ETF | 27527298 | 596087 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 835591 | 3147 | |
| 33939L100 | 33939L100 | FLEXSHARES TR | COM | 423448 | 2512 | |
| 56501R106 | 56501R106 | MANULIFE FINL F | COM | 814038 | 43048 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ETF | 2766382 | 35308 | |
| 45782C748 | 45782C748 | INNOVATOR ETFS TR | ETF | 872445 | 27548 | |
| 37954Y293 | 37954Y293 | GLOBAL X FDS | ETF | 1736545 | 41774 | |
| 464287234 | 464287234 | ISHARES TR | ETF | 1002055 | 25330 | |
| 464287168 | 464287168 | ISHARES TR | ETF | 29421177 | 259675 | |
| 23204G100 | 23204G100 | CUSTOMERS BANCORP, INC. CMN | COM | 274670 | 9077 | |
| 987184108 | 987184108 | YORK WTR CO | COM | 563624 | 13657 | |
| 45782C540 | 45782C540 | INNOVATOR ETFS TR | ETF | 920658 | 27664 | |
| 25434V799 | 25434V799 | DIMENSIONAL ETF TRUST | ETF | 5082332 | 209408 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 567360 | 2364 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 3768822 | 34570 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 793863 | 6303 | |
| 81369Y506 | 81369Y506 | ENERGY SELECT SECTOR SPDR ETF | ETF | 507475 | 6252 | |
| 00775Y645 | 00775Y645 | ADVISORS INNER CIRCLE FD III | COM | 4674167 | 200314 | |
| 33939L407 | 33939L407 | FLEXSHARES TR | COM | 324006 | 8086 | |
| 464288257 | 464288257 | ISHARES TR | ETF | 182553769 | 1902791 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | COM | 1157354 | 3394 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | ETF | 191217771 | 3409732 | |
| 464287200 | 464287200 | ISHARES TR | ETF | 14664304 | 32901 | |
| 464287465 | 464287465 | ISHARES TR | ETF | 2870130 | 39588 | |
| 00287Y109 | 00287Y109 | ABBVIE INC CMN | COM | 5094815 | 37815 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | ETF | 8218418 | 202026 | |
| 45782C680 | 45782C680 | INNOVATOR S&P 500 POWER BUFFER | ETF | 31440240 | 1007700 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 698660 | 4221 | |
| 00162Q452 | 00162Q452 | ALERIAN MLP ETF | ETF | 1800994 | 45932 | |
| 464287655 | 464287655 | ISHARES TR | ETF | 30166575 | 161086 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | ETF | 79497798 | 195192 | |
| 46641Q225 | 46641Q225 | J P MORGAN EXCHANGE TRADED F | ETF | 1207190 | 19706 | |
| 78464A763 | 78464A763 | SPDR SER TR | ETF | 607139 | 4953 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 421589 | 4069 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TRUST | ETF | 4766591 | 9953 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 339831 | 1766 | |
| 45782C649 | 45782C649 | INNOVATOR ETFS TR | ETF | 1711148 | 58388 | |
| 25434V302 | 25434V302 | DIMENSIONAL EMERG CORE EQY MRK | ETF | 4149699 | 176884 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | ETF | 244774916 | 1111199 | |
| 67066G104 | 67066G104 | NVIDIA CORP | COM | 335455 | 793 | |
| 921946794 | 921946794 | VANGUARD WHITEHALL FDS | ETF | 33444871 | 529191 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 842908 | 6466 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TRUST | ETF | 141016233 | 318120 | |
| 037833100 | 037833100 | APPLE INC | COM | 1357597 | 6999 | |
| 22717L101 | 22717L101 | CRONOS GROUP INC | COM | 29550 | 15000 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | COM | 442309 | 6759 | |
| 464287309 | 464287309 | ISHARES TR | ETF | 573425 | 8136 | |
| 231021106 | 231021106 | CUMMINS INC | COM | 345676 | 1410 | |
| 929328102 | 929328102 | WSFS FINL CORP | COM | 664061 | 17605 | |
| 02156K103 | 02156K103 | ALTICE U S A INC CLASS A | COM | 120800 | 40000 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | ETF | 82769812 | 853473 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 827126 | 9755 | |
| 45782C318 | 45782C318 | INNOVATOR ETFS TR | ETF | 2845302 | 95320 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 946020 | 2778 | |
| 921910725 | 921910725 | VANGUARD WORLD FD | ETF | 1624742 | 30592 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | ETF | 2081383 | 86544 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | ETF | 42964219 | 302352 | |
| 464288240 | 464288240 | ISHARES TR | ETF | 85897268 | 1745170 | |
| 33939L860 | 33939L860 | FLEXSHARES TR | COM | 1714283 | 29664 | |
| 54960E104 | 54960E104 | LUCY SCIENTIFIC DISCOVERY IN | COM | 13132 | 11419 | |
| 25434V104 | 25434V104 | DIMENSIONAL US CORE EQUITY MAR | ETF | 1562919 | 50433 | |
| 502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 454382 | 2321 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 247428 | 358 | |
| 464287507 | 464287507 | ISHARES TR | ETF | 234025 | 895 | |
| 88160R101 | 88160R101 | TESLA, INC. CMN | COM | 3263748 | 12468 | |
| 464287622 | 464287622 | ISHARES TR | ETF | 3864010 | 15853 |