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CIK: 0001714450
Total reported value
$593.8M
$593.8M
6 檔
80.9%
According to the latest 13F quarterly dataset, RPTC Inc. managed an equity portfolio of $593.8M at the end of Q4 2024, spanning 6 distinct U.S. exchange-listed positions.
During Q4 2024, RPTC Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, IVV, VEA) accounted for 80.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 57.63% | -3.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.18% | +2.38% | +0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.60% | +0.42% | +1.07% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.75% | +0.20% | +0.41% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.64% | +0.05% | +1.89% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.25% | +0.52% |
According to official SEC Form 13F filings, RPTC Inc. reported a total U.S. public equity portfolio value of $593.8M across 6 disclosed positions in Q4 2024.
During Q4 2024, RPTC Inc.'s top holdings by market value included SCHW (57.6%)、IVV (26.2%)、VEA (6.6%). The largest single position, SCHW, represented 57.6% of total portfolio value.
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In Q4 2024, RPTC Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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