Chico Wealth RIA

Chico Wealth RIA as of Sept. 30, 2022

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 22 positions in its portfolio as reported in the September 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) 38.3 $33M 1.5M 22.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 23.1 $20M 924k 21.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.3 $7.2M 358k 20.09
Apple (AAPL) 7.2 $6.2M 45k 138.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.0 $4.3M 173k 25.15
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.2 $2.8M 59k 46.65
Meta Platforms Cl A (META) 2.8 $2.4M 18k 135.71
TriCo Bancshares (TCBK) 2.2 $1.9M 43k 44.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $1.4M 39k 36.36
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $1.2M 30k 40.94
Brown Forman Corp CL B (BF.B) 1.4 $1.2M 18k 66.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.1M 14k 74.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $665k 3.7k 179.58
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $559k 7.2k 77.90
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $468k 12k 40.62
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $453k 24k 18.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $352k 17k 20.43
Microsoft Corporation (MSFT) 0.4 $339k 1.5k 232.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $233k 6.4k 36.46
Robinhood Mkts Com Cl A (HOOD) 0.3 $218k 22k 10.11
Toast Cl A (TOST) 0.2 $171k 10k 16.71
Yext (YEXT) 0.1 $47k 11k 4.49