CW

Chico Wealth RIA

13F
Chico Wealth RIA
Last update 2025-04-22 30 Stocks (2 new)
Value $115.00 Mil Turnover 2 %
Countries:
Top Holdings: DFAC(46.51%)DFAI(25.05%)DFAE(9.02%)DFAU(5.09%)KLAC(2.15%)
Summary Stock Picks Current Portfolio
Chico Wealth RIA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,624,519
53,592.9
+1.94%
46.510
+0.89%
0.170
+14.94%
+5.96%
35,352.5
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
924,356
28,867.6
+2.20%
25.050
+0.54%
0.320
+17.49%
+21.08%
10,569.2
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
401,516
10,395.3
+3.52%
9.020
+0.31%
0.200
+19.72%
+15.44%
6,125.6
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
152,565
5,864.6
0%
5.090
0%
0.080
+15.49%
+6.52%
8,534.8
 
KLAC
KLA Corp
3,649
2,480.6
0%
2.150
0%
0.000
+31.58%
+47.19%
122,082.6
Semiconductors
TCBK
TriCo Bancshares
43,654
1,744.8
0%
1.510
0%
0.130
+14.07%
-0.34%
1,408.0
Banks
VEA
Vanguard FTSE Developed Markets ETF
26,956
1,370.2
-3.73%
1.190
-0.04%
0.000
+17.74%
+21.36%
158,523.5
 
AAPL
Apple Inc
5,610
1,246.0
-0.02%
1.080
0%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
GLD
SPDR Gold Shares ETF
3,600
1,037.3
0%
0.900
0%
0.000
+7.06%
+26.18%
101,770.1
 
MSFT
Microsoft Corp
2,083
781.9
+0.24%
0.680
0%
0.000
+29.18%
+19.92%
3,742,360.2
Software

Chico Wealth RIA's Historical Top Holdings Breakdowns

Chico Wealth RIA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.89%
●
32.42 ($34.71) 36.1
$36.45
5.01%
Add 1.94%
1,624,519
30,945
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.54%
●
28.88 ($30.87) 32.4
$34.79
12.70%
Add 2.2%
924,356
19,882
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.31%
●
24.64 ($25.96) 26.86
$28.99
11.67%
Add 3.52%
401,516
13,643
ABAT
American Battery Technology Co
2025-03-31
New Buy
New Buy
+0.18%
●
0.92 ($1.36) 2.64
$1.80
32.35%
New holding
200,000
200,000
DRI
Darden Restaurants Inc
2025-03-31
New Buy
New Buy
+0.18%
●
180.02 ($193.01) 208.56
$215.83
11.82%
New holding
973
973
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-0.18%
●
468.34 ($508.07) 539.52
$556.25
9.48%
Sold Out
0
-400
PCG
PG&E Corp
2025-03-31
Add
Add
+0.06%
●
15.16 ($16.59) 20.4
$13.52
-18.51%
Add 14.73%
30,815
3,957
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.04%
●
106.98 ($126.74) 149.43
$162.88
28.52%
Add 22.92%
2,183
407
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.04%
●
76.94 ($77.63) 78.28
$78.27
0.82%
Reduce -6.03%
9,355
-600
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.04%
●
47.4 ($50.6) 52.99
$57.31
13.26%
Reduce -3.73%
26,956
-1,045

Chico Wealth RIA Total Holding History ($B)

To

Chico Wealth RIA's Asset Allocation

To

Chico Wealth RIA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Chico Wealth RIA's Hypothetical Growth since 2025-03-31

Chico Wealth RIA's Yearly Returns

Year Portfolio % % Excess Gain %

Chico Wealth RIA's Holdings Heat Map

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Chico Wealth RIA's Holdings Bubble Chart

Chico Wealth RIA News

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