Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RPTC Inc. (CIK 1714450) reported $570.7M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHW ($331.0M, 58.00%), IVV ($148.9M, 26.10%), VEA ($39.4M, 6.91%), IEFA ($28.2M, 4.94%), VWO ($12.3M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHW | THE CHARLES SCHWAB CORPORATION | $331.0M | 58.00% | 3.5M | Hold |
| 2 | IVV | ISHARES TR | $148.9M | 26.10% | 228,018 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $39.4M | 6.91% | 615,193 | Trimmed |
| 4 | IEFA | ISHARES TR | $28.2M | 4.94% | 311,497 | Trimmed |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $12.3M | 2.15% | 226,667 | Hold |
| 6 | IEMG | ISHARES INC | $9.5M | 1.67% | 136,597 | Trimmed |
| 7 | EZBC | FRANKLIN TEMPLETON DIGITAL H | $1.4M | 0.24% | 34,465 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31