RPTC Inc.
CIK: 0001714450SEC EDGAR →
Portfolio Value
$596K
Holdings
7
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | THE CHARLES SCHWAB CORPORATION | 3,522,501 | $352K | 59.08% |
| 2 | ISHARES TR | 217,296 | $149K | 24.99% |
| 3 | VANGUARD TAX-MANAGED FDS | 692,632 | $43K | 7.26% |
| 4 | ISHARES TR | 316,577 | $28K | 4.75% |
| 5 | VANGUARD INTL EQUITY INDEX F | 226,667 | $12K | 2.05% |
| 6 | ISHARES INC | 139,847 | $9K | 1.58% |
| 7 | FRANKLIN TEMPLETON DIGITAL H | 34,465 | $2K | 0.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 6 | $567K | 95.2% |
| Unknown | 1 | $28K | 4.8% |