Chico Wealth RIA

Chico Wealth RIA as of Dec. 31, 2023

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 34 positions in its portfolio as reported in the December 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) 42.7 $41M 1.4M 29.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 24.1 $23M 807k 28.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.3 $8.0M 332k 24.11
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.4 $5.2M 155k 33.25
Kla Corp Com New (KLAC) 2.3 $2.2M 3.9k 581.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $1.9M 39k 47.90
TriCo Bancshares (TCBK) 1.9 $1.8M 43k 42.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $1.3M 31k 42.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.2M 16k 77.02
Apple (AAPL) 1.1 $1.0M 5.3k 192.52
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.0M 4.3k 237.22
Brown Forman Corp CL B (BF.B) 1.0 $1.0M 18k 57.10
Spdr Gold Tr Gold Shs (GLD) 0.7 $702k 3.7k 191.17
Microsoft Corporation (MSFT) 0.6 $546k 1.5k 376.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $520k 1.1k 475.25
Meta Platforms Cl A (META) 0.5 $519k 1.5k 353.96
PG&E Corporation (PCG) 0.5 $464k 26k 18.03
Boeing Company (BA) 0.5 $444k 1.7k 260.66
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $430k 17k 24.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $377k 1.1k 356.66
Chevron Corporation (CVX) 0.4 $362k 2.4k 149.16
Alphabet Cap Stk Cl A (GOOGL) 0.4 $352k 2.5k 139.69
Ferguson SHS (FERG) 0.3 $289k 1.5k 193.07
At&t (T) 0.3 $285k 17k 16.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $280k 6.8k 41.10
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $263k 6.4k 41.28
Caterpillar (CAT) 0.3 $243k 823.00 295.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $219k 1.2k 179.97
Verizon Communications (VZ) 0.2 $217k 5.8k 37.70
Amazon (AMZN) 0.2 $213k 1.4k 151.94
Johnson & Johnson (JNJ) 0.2 $203k 1.3k 156.74
Ipower Cl A (IPW) 0.1 $113k 250k 0.45
Cea Industries Com New (CEAD) 0.1 $55k 100k 0.55
Hydrofarm Holdings Group Ord (HYFM) 0.0 $20k 22k 0.92