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CIK: 0001714450
Total reported value
$593.8M
$593.8M
7 檔
82.3%
As reported in its official Q1 2025 Form 13F filing, RPTC Inc.'s tracked investment portfolio stood at $593.8M with 7 total positions.
In Q1 2025, RPTC Inc. displayed an active expansion posture, initiating 7 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, IVV, VEA) accounted for 82.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 60.10% | -3.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.32% | +2.38% | -1.29% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.88% | +0.42% | -0.44% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.84% | +0.20% | -4.10% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | +0.05% | -25.01% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.25% | -31.86% | |
| 7 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.33% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 5 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 6 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 7 | EZBC | Franklin Bitcoin ETF | — | NEW | New buy |
According to official SEC Form 13F filings, RPTC Inc. reported a total U.S. public equity portfolio value of $593.8M across 7 disclosed positions in Q1 2025.
During Q1 2025, RPTC Inc.'s top holdings by market value included SCHW (60.1%)、IVV (24.3%)、VEA (6.9%). The largest single position, SCHW, represented 60.1% of total portfolio value.
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Top New Position Initiated
SCHW
市值: $299.2M
In Q1 2025, RPTC Inc. made 7 total portfolio adjustments, initiating 7 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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