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CIK: 0001926037
Total reported value
$191.9M
$191.9M
30 檔
52.0%
During the Q4 2024 filing period, Chico Wealth RIA (CIK: 0001926037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $191.9M across 30 reported positions.
During Q4 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 | 48.19% | -0.86% | +2.80% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 23.09% | -1.99% | +5.34% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.60% | +0.14% | +3.09% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.40% | -0.09% | — | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.01% | +2.04% | +0.11% | |
| 6 | TCBK | Trico Bancshares | Stock-Other | 1.67% | -0.05% | -0.68% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.01% | -3.61% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | -0.07% | -19.82% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.04% | -10.74% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.26% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.02% | -23.09% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | -0.06% | -27.64% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.11% | -0.32% | |
| 14 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.58% | -0.04% | +0.06% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.01% | — | |
| 16 | PCG | P G & E CORP | Stock-Utilities | 0.47% | -0.07% | -6.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.27% | -9.25% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.04% | +1.96% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.39% | +0.01% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.03% | -13.17% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.15% | -18.14% | |
| 22 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.23% | -0.02% | +0.80% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.06% | +1.25% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.20% | -0.01% | +9.60% | |
| 26 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.19% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | -18.39% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.02% | — | |
| 29 | ✓ | Ipower Inc | Stock-Other | 0.17% | — | — | |
| 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 Q4 2024.
During Q4 2024, Chico Wealth RIA's top holdings by market value included DFAC (48.2%)、DFAI (23.1%)、DFAE (8.6%). The largest single position, DFAC, represented 48.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 52.0% of total reported equity market value during Q4 2024.
In Q4 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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