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CIK: 0001714450
Total reported value
$593.8M
$593.8M
7 檔
98.4%
As reported in its official Q4 2025 Form 13F filing, RPTC Inc.'s tracked investment portfolio stood at $593.8M with 7 total positions.
In Q4 2025, RPTC Inc. displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, IVV, VEA) accounted for 98.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 59.08% | -3.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.99% | +2.38% | +0.33% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.26% | +0.42% | +1.67% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.75% | +0.20% | +1.64% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.05% | +0.05% | +1.93% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.58% | +0.25% | +1.46% | |
| 7 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.29% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +0.4% | — | Unchanged |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.67% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | — | +1.64% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | 0% | +1.46% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.93% | Add |
| 6 | EZBC | Franklin Bitcoin ETF | -0.1% | — | Unchanged |
| 7 | IVV | Ishares Core S&p 500 ETF | -0.3% | +0.33% | Add |
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 Q4 2025.
During Q4 2025, RPTC Inc.'s top holdings by market value included SCHW (59.1%)、IVV (25.0%)、VEA (7.3%). The largest single position, SCHW, represented 59.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, RPTC Inc. made 5 total portfolio adjustments, initiating 0 new buys, adding to 5 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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