RPTC Inc.
RPTC Inc. is a Wyoming-based private trust company primarily serving as a trust administration and investment manager. Located in Jackson, WY, the firm specializes in personalized fiduciary and investment services for high-net-worth families and private trusts. The firm has a small staff and operates in compliance with Wyoming trust company regulations. Founded before 2017, it offers customized solutions and a high level of privacy for its clientele.
Investment Strategy
RPTC Inc. manages and administers private trusts, focusing on personalized fiduciary services and investment management tailored to the needs of high-net-worth families. The firm prioritizes privacy, flexibility, and a bespoke approach to wealth and estate management. Its strategy centers on trust administration, asset preservation, and intergenerational wealth transfers, adapting investment decisions to the unique objectives of each trust client.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHW | Charles Schwab Corporation | 61.30% | $348.8M | 3,822,501 | $53.04 | $91.24 | +$49.5M |
I IVV | iShares Core S&P 500 ETF | 23.56% | $134.0M | 215,861 | $281.93 | $620.90 | +$12.9M |
V VEA | Vanguard FTSE Developed MKT ETF | 6.79% | $38.7M | 678,027 | $42.71 | $57.01 | +$4.4M |
I IEFA | iShares Core MSCI EAFE | 4.58% | $26.1M | 312,057 | $62.48 | $83.48 | +$2.0M |
V VWO | Vanguard FTSE Emerging MKTS ETF | 1.92% | $10.9M | 221,235 | $39.17 | $49.46 | +$949.9K |