Chico Wealth RIA 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Chico Wealth RIA | Institutional Filer | ▲ 6.66% | $163.7M | 37 |
Current Portfolio Holdings
Showing all 37 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | — | 1.8M | $69.8M | 42.61% |
| 2 | DFAI | Dimensional International Cr Eq Mkt ETF | — | 1.0M | $39.0M | 23.84% |
| 3 | DFAE | Dimensional Emerging Core Equity Mkt ETF | — | 466K | $15.8M | 9.64% |
| 4 | DFAU | Dimensional US Core Equity Market ETF | — | 150K | $6.8M | 4.12% |
| 5 | DFSD | Dimensional SHRT DRT FXD Incm ETF | — | 94K | $4.5M | 2.75% |
| 6 | KLAC | KLA Corporation | Technology | 3K | $4.5M | 2.73% |
| 7 | TCBK | TriCo Bancshares | Financial Services | 44K | $2.1M | 1.27% |
| 8 | LVLU | Lulu's Fashion Lounge Holdings, Inc. | Consumer Cyclical | 138K | $1.8M | 1.07% |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | — | 26K | $1.7M | 1.04% |
| 10 | AAPL | Apple Inc. | Technology | 6K | $1.6M | 0.96% |
| 11 | GLD | SPDR Gold Shares ETF | — | 4K | $1.5M | 0.95% |
| 12 | IREN | IREN Limited | Financial Services | 30K | $1.0M | 0.63% |
| 13 | DFAW | Dimensional World Equity ETF | — | 11K | $848K | 0.52% |
| 14 | GOOGL | Alphabet Inc. | Technology | 3K | $821K | 0.50% |
| 15 | CAT | Caterpillar Inc. | Industrials | 1K | $820K | 0.50% |
Showing 1 to 15 of 37 holdings