Chico Wealth RIA

Chico Wealth RIA as of March 31, 2022

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 23 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.8 $27M 987k 27.58
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 16.4 $21M 729k 28.15
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 12.4 $16M 320k 48.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 10.9 $14M 293k 46.40
Apple (AAPL) 6.2 $7.8M 45k 174.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.7 $7.1M 270k 26.24
Dimensional Etf Trust Inflation Prote (DFIP) 5.0 $6.2M 130k 47.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.4 $5.5M 106k 51.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.6 $4.5M 141k 31.52
Meta Platforms Cl A (META) 3.2 $3.9M 18k 222.37
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.6 $3.2M 67k 48.04
TriCo Bancshares (TCBK) 1.4 $1.7M 43k 40.02
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.3 $1.7M 22k 74.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.2M 16k 77.93
Brown Forman Corp CL B (BF.B) 0.9 $1.2M 18k 67.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.2M 25k 46.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $796k 3.5k 227.56
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $716k 7.2k 99.78
Microsoft Corporation (MSFT) 0.4 $449k 1.5k 308.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $273k 3.5k 78.22
Amazon (AMZN) 0.2 $235k 72.00 3263.89
Ferguson SHS 0.2 $222k 1.7k 134.38
Robinhood Mkts Com Cl A (HOOD) 0.1 $172k 13k 13.52