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CIK: 0001926037
Total reported value
$191.9M
$191.9M
30 檔
46.7%
As reported in its official Q1 2024 Form 13F filing, Chico Wealth RIA's tracked investment portfolio stood at $191.9M with 30 total positions.
During Q1 2024, Chico Wealth RIA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 46.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 44.65% | -0.86% | +5.31% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 24.20% | -1.99% | +4.88% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.22% | +0.14% | +5.97% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.36% | -0.09% | — | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.41% | +2.04% | -5.81% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | -0.07% | -3.90% | |
| 7 | TCBK | Trico Bancshares | Stock-Other | 1.49% | -0.05% | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.06% | +8.85% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.24% | — | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.01% | +15.48% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.02% | -7.90% | |
| 12 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.86% | -0.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.04% | +31.75% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.26% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.11% | -12.14% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.01% | — | |
| 17 | PCG | P G & E CORP | Stock-Utilities | 0.49% | -0.07% | +20.29% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.27% | +34.19% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +0.09% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.42% | +0.01% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.03% | +52.00% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.15% | +17.74% | |
| 23 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.31% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | +1.17% | |
| 25 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.25% | — | — | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.22% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | — | -13.76% | |
| 28 | ✓ | Ipower Inc | Stock-Other | 0.13% | — | — | |
| 29 | ✓ | Cea Industries Inc | Stock-Other | 0.05% | — | — | |
| 30 | ✓ | Hydrofarms Hldgs Group Inc | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Chico Wealth RIA reported a total U.S. public equity portfolio value of $191.9M across 30 disclosed positions in Q1 2024.
During Q1 2024, Chico Wealth RIA's top holdings by market value included DFAC (44.6%)、DFAI (24.2%)、DFAE (8.2%). The largest single position, DFAC, represented 44.6% of total portfolio value.
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In Q1 2024, Chico Wealth RIA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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