Chico Wealth RIA

Chico Wealth RIA as of June 30, 2025

Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 33 positions in its portfolio as reported in the June 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 $59M 1.6M 35.84
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 24.7 $31M 903k 34.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.1 $12M 398k 28.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.0 $6.3M 150k 42.36
Kla Corp Com New (KLAC) 2.1 $2.7M 3.0k 895.74
TriCo Bancshares (TCBK) 1.4 $1.8M 44k 40.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.5M 27k 57.01
Apple (AAPL) 0.9 $1.1M 5.4k 205.17
Microsoft Corporation (MSFT) 0.9 $1.1M 2.2k 497.39
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.1M 3.6k 304.83
Meta Platforms Cl A (META) 0.7 $937k 1.3k 738.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $773k 2.5k 303.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $727k 9.2k 78.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $676k 1.1k 617.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $541k 18k 29.68
Alphabet Cap Stk Cl A (GOOGL) 0.4 $499k 2.8k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $488k 1.0k 485.77
Brown Forman Corp CL B (BF.B) 0.4 $472k 18k 26.91
NVIDIA Corporation (NVDA) 0.4 $465k 2.9k 157.99
PG&E Corporation (PCG) 0.3 $429k 31k 13.94
Amazon (AMZN) 0.3 $415k 1.9k 219.39
Caterpillar (CAT) 0.3 $360k 926.00 388.21
American Battery Technology Com New (ABAT) 0.3 $324k 200k 1.62
Skyline Corporation (SKY) 0.2 $313k 5.0k 62.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $266k 4.9k 53.96
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $266k 9.1k 29.37
Ferguson Enterprises Common Stock New (FERG) 0.2 $236k 1.1k 217.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $233k 4.7k 49.46
Capital One Financial (COF) 0.2 $223k 1.0k 212.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $221k 400.00 551.64
Darden Restaurants (DRI) 0.2 $212k 972.00 217.97
Ipower Cl A (IPW) 0.1 $153k 237k 0.65
Opendoor Technologies (OPEN) 0.1 $73k 137k 0.53