Chico Wealth RIA

Chico Wealth RIA as of March 31, 2023

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 42.2 $33M 1.3M 25.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 26.6 $21M 766k 26.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.0 $7.0M 304k 23.02
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.4 $5.0M 173k 28.77
TriCo Bancshares (TCBK) 2.3 $1.8M 43k 41.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $1.7M 37k 45.17
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.9 $1.5M 35k 42.50
Brown Forman Corp CL B (BF.B) 1.4 $1.1M 18k 64.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $1.1M 15k 76.49
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $777k 3.8k 204.10
Apple (AAPL) 1.0 $762k 4.6k 164.91
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $604k 26k 23.06
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.6 $458k 51k 8.94
Microsoft Corporation (MSFT) 0.5 $420k 1.5k 288.31
PG&E Corporation (PCG) 0.5 $420k 26k 16.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $406k 17k 23.59
Dimensional Etf Trust Inflation Prote (DFIP) 0.4 $338k 7.9k 42.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $258k 6.4k 40.40
General Mills (GIS) 0.3 $219k 2.6k 85.46
Ferguson SHS 0.3 $201k 1.5k 133.75
Ipower Cl A (IPW) 0.2 $134k 250k 0.54
Cea Industries Com New 0.1 $87k 100k 0.87
Hydrofarm Holdings Group Ord (HYFM) 0.0 $37k 22k 1.73