Chico Wealth RIA

Chico Wealth RIA as of June 30, 2024

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 45.3 $49M 1.5M 32.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 23.7 $26M 872k 29.67
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.7 $9.5M 368k 25.87
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.3 $5.8M 155k 37.49
Kla Corp Com New (KLAC) 2.8 $3.0M 3.6k 824.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $1.8M 36k 49.42
TriCo Bancshares (TCBK) 1.6 $1.7M 43k 39.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.2 $1.3M 31k 41.54
Apple (AAPL) 1.2 $1.3M 6.1k 210.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.0M 14k 76.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $936k 3.5k 267.51
Microsoft Corporation (MSFT) 0.8 $925k 2.1k 446.96
Spdr Gold Tr Gold Shs (GLD) 0.7 $774k 3.6k 215.01
Brown Forman Corp CL B (BF.B) 0.7 $757k 18k 43.19
Meta Platforms Cl A (META) 0.6 $633k 1.3k 504.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $595k 1.1k 543.99
Alphabet Cap Stk Cl A (GOOGL) 0.5 $569k 3.1k 182.15
PG&E Corporation (PCG) 0.5 $541k 31k 17.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $461k 17k 26.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $432k 1.1k 406.80
Amazon (AMZN) 0.4 $423k 2.2k 193.25
Caterpillar (CAT) 0.3 $305k 915.00 333.10
Ferguson SHS 0.3 $290k 1.5k 193.65
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $286k 7.0k 40.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $268k 6.1k 43.76
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $226k 4.4k 51.87
Hydrofarm Holdings Group Ord (HYFM) 0.0 $15k 22k 0.69