Chico Wealth RIA

Chico Wealth RIA as of Dec. 31, 2022

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 21 positions in its portfolio as reported in the December 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) 43.2 $39M 1.6M 24.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 26.2 $23M 936k 25.04
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.2 $8.2M 374k 21.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.2 $4.7M 173k 27.02
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.2 $2.8M 59k 47.81
TriCo Bancshares (TCBK) 2.4 $2.2M 43k 50.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $1.6M 39k 41.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.6 $1.5M 35k 41.52
Brown Forman Corp CL B (BF.B) 1.3 $1.2M 18k 65.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.1M 15k 75.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $729k 3.8k 191.19
Apple (AAPL) 0.7 $600k 4.6k 129.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $566k 26k 21.60
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $474k 12k 41.16
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $387k 17k 22.46
Microsoft Corporation (MSFT) 0.4 $349k 1.5k 239.83
Amazon (AMZN) 0.4 $344k 4.1k 84.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $251k 6.4k 38.98
General Mills (GIS) 0.2 $215k 2.6k 83.85
Toast Cl A (TOST) 0.2 $185k 10k 18.03
Hydrofarm Holdings Group Ord (HYFM) 0.0 $33k 22k 1.55