Chico Wealth RIA

Chico Wealth RIA as of June 30, 2023

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 23 positions in its portfolio as reported in the June 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) 44.5 $37M 1.4M 27.15
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 25.6 $22M 786k 27.32
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.0 $7.6M 322k 23.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.8 $4.9M 158k 30.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $1.8M 40k 46.18
TriCo Bancshares (TCBK) 1.7 $1.4M 43k 33.20
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.6 $1.3M 31k 41.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $1.2M 16k 75.57
Brown Forman Corp CL B (BF.B) 1.4 $1.2M 18k 66.78
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $967k 4.4k 220.28
Apple (AAPL) 1.1 $900k 4.6k 193.98
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $611k 26k 23.31
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.6 $510k 51k 9.95
Microsoft Corporation (MSFT) 0.6 $496k 1.5k 340.55
PG&E Corporation (PCG) 0.5 $445k 26k 17.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $414k 17k 24.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $275k 6.8k 40.68
Ipower Cl A (IPW) 0.3 $275k 250k 1.10
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $263k 6.4k 41.31
Ferguson SHS 0.3 $236k 1.5k 157.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $200k 1.2k 165.40
Cea Industries Com New 0.1 $75k 100k 0.75
Hydrofarm Holdings Group Ord (HYFM) 0.0 $17k 22k 0.78