RPTC Inc.
7 holdingsFiling period: 2026-03-31Current AUM: $641.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHW | THE CHARLES SCHWAB CORPORATION | 3.52M | $331.0M | $370.7M | 57.83% | -- | 2026-03-31 |
| 2 | IVV | ISHARES TR | 228.0K | $148.9M | $171.1M | 26.69% | +10.7K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 615.2K | $39.4M | $43.4M | 6.78% | -77,439 | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 311.5K | $28.2M | $30.6M | 4.77% | -5,080 | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 226.7K | $12.3M | $13.3M | 2.08% | -- | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 136.6K | $9.5M | $10.6M | 1.65% | -3,250 | 2026-03-31 |
| 7 | EZBC | FRANKLIN TEMPLETON DIGITAL H | 34.5K | $1.4M | $1.3M | 0.20% | -- | 2026-03-31 |
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