Chico Wealth RIA

Chico Wealth RIA as of Dec. 31, 2024

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 30 positions in its portfolio as reported in the December 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) 48.2 $55M 1.6M 34.59
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 23.1 $26M 905k 29.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.6 $9.8M 388k 25.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.4 $6.2M 153k 40.49
Kla Corp Com New (KLAC) 2.0 $2.3M 3.6k 630.12
TriCo Bancshares (TCBK) 1.7 $1.9M 44k 43.70
Apple (AAPL) 1.2 $1.4M 5.6k 250.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.3M 28k 47.82
Microsoft Corporation (MSFT) 0.8 $876k 2.1k 421.49
Spdr Gold Tr Gold Shs (GLD) 0.8 $872k 3.6k 242.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $777k 2.7k 289.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $769k 10k 77.27
Meta Platforms Cl A (META) 0.6 $733k 1.3k 585.51
Brown Forman Corp CL B (BF.B) 0.6 $666k 18k 37.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $641k 1.1k 586.14
PG&E Corporation (PCG) 0.5 $542k 27k 20.18
Alphabet Cap Stk Cl A (GOOGL) 0.5 $537k 2.8k 189.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $496k 1.1k 453.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $451k 17k 26.19
Amazon (AMZN) 0.4 $428k 2.0k 219.39
Caterpillar (CAT) 0.2 $272k 749.00 362.76
Ferguson Enterprises Common Stock New (FERG) 0.2 $262k 1.5k 173.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $243k 4.4k 55.66
NVIDIA Corporation (NVDA) 0.2 $239k 1.8k 134.29
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $225k 9.1k 24.86
Opendoor Technologies (OPEN) 0.2 $220k 137k 1.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $215k 4.9k 44.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $205k 400.00 511.23
Ipower Cl A 0.2 $197k 237k 0.83
Hydrofarm Holdings Group Ord 0.0 $13k 22k 0.58