account_balance
Investment manager · 13F filer · SEC CIK 1714450
RPTC Inc.
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Reported value$594Mas of Jun 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100.0%SCHW alone is 55%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
SCHWCharles Schwab Corp
54.7%
IVViShares Tr
28.5%
VEAVanguard Tax-Managed FDS
7.3%
IEFAiShares Tr
5.1%
VWOVanguard Intl Equity Index F
2.2%
IEMGiShares Inc
1.9%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 7 as a list
SCHW Charles Schwab Corp 54.7% Held
IVV iShares Tr 28.5% Held
VEA Vanguard Tax-Managed FDS 7.3% Held
IEFA iShares Tr 5.1% Held
VWO Vanguard Intl Equity Index F 2.2% Trimmed −4%
IEMG iShares Inc 1.9% Held
EZBC Franklin Templeton Digital Holdings Trust 0.2% HeldWhat changed
Biggest moves since Mar 31, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- VWO −4%
remove_circleSold out
None
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