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CIK: 0001926037
Total reported value
$191.9M
$191.9M
30 檔
51.9%
According to the latest 13F quarterly dataset, Chico Wealth RIA managed an equity portfolio of $191.9M at the end of Q3 2024, spanning 30 distinct U.S. exchange-listed positions.
During Q3 2024, Chico Wealth RIA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 45.47% | -0.86% | +1.12% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 23.34% | -1.99% | -1.50% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.82% | +0.14% | +2.38% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.18% | -0.09% | -1.69% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.41% | +2.04% | — | |
| 6 | TCBK | Trico Bancshares | Stock-Other | 1.60% | -0.05% | +2.33% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | -0.07% | -2.25% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.01% | -4.24% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.15% | — | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | -0.06% | +0.83% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.04% | +12.46% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.02% | -0.31% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.26% | — | |
| 14 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.74% | -0.04% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.11% | — | |
| 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% | -6.82% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.27% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +0.94% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.41% | +0.01% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.03% | +2.74% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.15% | — | |
| 23 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.25% | -0.02% | — | |
| 24 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.25% | — | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.01% | -2.16% | |
| 26 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.24% | — | — | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | — | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | -0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.06% | — | |
| 30 | ✓ | Hydrofarms Hldgs Group Inc | Stock-Other | 0.01% | — | — |
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 Q3 2024.
During Q3 2024, Chico Wealth RIA's top holdings by market value included DFAC (45.5%)、DFAI (23.3%)、DFAE (8.8%). The largest single position, DFAC, represented 45.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 51.9% of total reported equity market value during Q3 2024.
In Q3 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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