Chico Wealth RIA

Chico Wealth RIA as of March 31, 2025

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 46.5 $54M 1.6M 32.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 25.1 $29M 924k 31.23
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.0 $10M 402k 25.89
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.1 $5.9M 153k 38.44
Kla Corp Com New (KLAC) 2.2 $2.5M 3.6k 679.80
TriCo Bancshares (TCBK) 1.5 $1.7M 44k 39.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.4M 27k 50.83
Apple (AAPL) 1.1 $1.2M 5.6k 222.11
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.0M 3.6k 288.14
Microsoft Corporation (MSFT) 0.7 $782k 2.1k 375.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $732k 9.4k 78.28
Meta Platforms Cl A (META) 0.6 $730k 1.3k 576.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $704k 2.6k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $612k 1.1k 559.60
Brown Forman Corp CL B (BF.B) 0.5 $595k 18k 33.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $589k 1.1k 532.58
PG&E Corporation (PCG) 0.5 $529k 31k 17.18
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $456k 17k 26.46
Alphabet Cap Stk Cl A (GOOGL) 0.4 $440k 2.8k 154.64
Amazon (AMZN) 0.3 $371k 2.0k 190.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $254k 4.9k 51.49
Caterpillar (CAT) 0.2 $247k 749.00 329.80
Ferguson Enterprises Common Stock New (FERG) 0.2 $242k 1.5k 160.23
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $237k 9.1k 26.20
NVIDIA Corporation (NVDA) 0.2 $237k 2.2k 108.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $214k 4.7k 45.26
American Battery Technology Com New (ABAT) 0.2 $206k 200k 1.03
Darden Restaurants (DRI) 0.2 $202k 973.00 207.76
Opendoor Technologies (OPEN) 0.1 $140k 137k 1.02
Ipower Cl A (IPW) 0.1 $118k 237k 0.50