Rptc Inc. Portfolio Stock Holdings

Rptc Inc. disclosed 7 stock positions valued at approximately $570.7 million in its latest SEC 13F filing. The largest holdings include THE CHARLES SCHWAB CORPORATION, ISHARES TR, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
7
Portfolio Value
$570.7M
Holdings by Sector
Rptc Inc. Portfolio Holdings in Q1 2026

7 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
THE CHARLES SCHWAB CORPORATIONSCHWFinancial Services58.00%3,522,501--$331,044,644
ISHARES TRIVVOther26.10%228,018+10,722+4.93%$148,943,338
VANGUARD TAX-MANAGED FDSVEAOther6.91%615,193-77,439-11.18%$39,421,587
ISHARES TRIEFAOther4.94%311,497-5,080-1.60%$28,199,823
VANGUARD INTL EQUITY INDEX FVWOOther2.15%226,667--$12,251,331
ISHARES INCIEMGOther1.67%136,597-3,250-2.32%$9,527,641
FRANKLIN TEMPLETON DIGITAL HEZBCOther0.24%34,465--$1,350,683