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Home > Institutional Investor > Rptc Inc. > Profile

Instuitional Investor - Rptc Inc.

Fund Profile
Filing Period:
Fund Name: Rptc Inc.
Portfolio Value $465,977,630
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Charles Corp
 SCHW 3,822,501 $262,988,069 56.43%
2.
Ishares Trust
 IEF 245,748 $117,376,617 25.18%
3.
Vanguard Tax-Managed Fds
 739,532 $35,423,583 7.6%
4.
Ishares Tr
 364,682 $25,655,379 5.5%
5.
Vanguard Intl Equity Index Funds
 VWO 329,981 $13,562,219 2.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)