Chico Wealth RIA
- SEC CIK
- 0001926037
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 29, 2022. Long positions only.
- Positions
- 23
- No filing for Q4 2021
- Portfolio value
- $124.8M
- No filing for Q4 2021
Chico Wealth RIA did not file a 13F for Q4 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 986,460 | $27.2M | 21.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 728,788 | $20.5M | 16.4% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 319,619 | $15.5M | 12.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 293,259 | $13.6M | 10.9% | – | – | – |
| AAPLApple Inc. | Stock | 44,635 | $7.79M | 6.2% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 269,586 | $7.07M | 5.7% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 130,161 | $6.22M | 5.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 106,103 | $5.47M | 4.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 141,438 | $4.46M | 3.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 17,700 | $3.94M | 3.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 66,847 | $3.21M | 2.6% | – | – | – |
| TCBKTrico Bancshares | COM | 42,954 | $1.72M | 1.4% | – | – | History |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 22,302 | $1.65M | 1.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 15,552 | $1.21M | 1.0% | – | – | – |
| BF.BBrown Forman Corp | Stock | 17,529 | $1.18M | 0.9% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,293 | $1.17M | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,498 | $796.0K | 0.6% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,176 | $716.0K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,456 | $449.0K | 0.4% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,490 | $273.0K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 72 | $235.0K | 0.2% | – | – | History |
| FERGFerguson Enterprises Inc. | SHS | 1,652 | $222.0K | 0.2% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 12,723 | $172.0K | 0.1% | – | – | History |