Chico Wealth RIA

Chico Wealth RIA as of June 30, 2022

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 22 positions in its portfolio as reported in the June 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) 25.3 $31M 1.3M 23.30
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 15.3 $19M 392k 48.07
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 13.7 $17M 697k 24.14
Dimensional Etf Trust Core Fixed Incom (DFCF) 13.4 $17M 379k 43.62
Dimensional Etf Trust Inflation Prote (DFIP) 5.1 $6.3M 144k 43.98
Apple (AAPL) 5.0 $6.1M 45k 136.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.8 $5.9M 225k 26.43
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.5 $5.6M 241k 23.16
Dimensional Etf Trust Intl Core Equity (DFIC) 3.1 $3.8M 178k 21.52
Meta Platforms Cl A (META) 2.3 $2.9M 18k 161.24
TriCo Bancshares (TCBK) 1.6 $2.0M 43k 45.63
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.5 $1.9M 46k 40.80
Brown Forman Corp CL B (BF.B) 1.0 $1.2M 18k 70.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.1M 15k 76.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $700k 3.7k 188.68
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $602k 7.2k 83.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $467k 11k 41.61
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $405k 17k 23.51
Microsoft Corporation (MSFT) 0.3 $374k 1.5k 256.87
Amazon (AMZN) 0.2 $240k 2.3k 106.43
Robinhood Mkts Com Cl A (HOOD) 0.1 $105k 13k 8.25
Yext (YEXT) 0.0 $50k 11k 4.78