StockDriftsStockDriftsTop 7 Rptc Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | THE CHARLES SCHWAB CORPORATION | 58% | 3.52M | $331.0M | +0.00%(+0) | $44.64(+103.61%) | 2026-03-31 | |
| IVV | ISHARES TR | 26.1% | 228.0K | $148.9M | +4.93%(+10.72K) | $152.30(+387.49%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.91% | 615.2K | $39.4M | -11.18%(-77.44K) | $40.10(+72.25%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.94% | 311.5K | $28.2M | -1.60%(-5.08K) | $63.70(+49.48%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.15% | 226.7K | $12.3M | +0.00%(+0) | $38.37(+52.31%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.67% | 136.6K | $9.5M | -2.32%(-3.25K) | $55.87(+42.27%) | 2026-03-31 | |
| EZBC | FRANKLIN TEMPLETON DIGITAL H | 0.24% | 34.5K | $1.4M | +0.00%(+0) | $50.95(-10.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.31% | +65.60% |
| Top 20 Holdings Unweighted | +12.63% | +42.87% |
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