RPTC Inc. - Portfolio overview

RPTC Inc. has 7 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. SCHW - THE CHARLES SCHWAB CORPORATION, 58.00%
2. IVV - ISHARES TR, 26.10%
3. VEA - VANGUARD TAX-MANAGED FDS, 6.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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