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CIK: 0001926037
Total reported value
$191.9M
$191.9M
30 檔
52.7%
At the close of Q1 2025, Chico Wealth RIA disclosed equity holdings valued at approximately $191.9M, spread across 30 reported holdings.
During Q1 2025, 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 52.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 46.51% | -0.86% | +1.94% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 25.05% | -1.99% | +2.20% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.02% | +0.14% | +3.52% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.09% | -0.09% | — | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.15% | +2.04% | — | |
| 6 | TCBK | Trico Bancshares | Stock-Other | 1.51% | -0.05% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | -0.07% | -3.73% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.01% | -0.02% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.26% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.04% | +0.24% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.06% | -6.03% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.11% | +1.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | -0.02% | -4.48% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.01% | — | |
| 15 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.52% | -0.04% | -0.01% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.04% | +1.01% | |
| 17 | PCG | P G & E CORP | Stock-Utilities | 0.46% | -0.07% | +14.73% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.40% | +0.01% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.27% | +0.35% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.03% | — | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.22% | — | +13.15% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.15% | — | |
| 23 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.21% | -0.02% | -0.13% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | -0.01% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.06% | +22.92% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | -3.29% | |
| 27 | ABAT | American Battery Technology | Stock-Other | 0.18% | — | — | |
| 28 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.18% | +0.11% | NEW | |
| 29 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.12% | — | — | |
| 30 | ✓ | Ipower Inc | Stock-Other | 0.10% | — | — |
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 2025.
During Q1 2025, Chico Wealth RIA's top holdings by market value included DFAC (46.5%)、DFAI (25.1%)、DFAE (9.0%). The largest single position, DFAC, represented 46.5% of total portfolio value.
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In Q1 2025, 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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