Chico Wealth RIA
- SEC CIK
- 0001926037
- 最新申報
- 2026/8/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/29 申報。只含多頭部位。
- 持股檔數
- 23
- 2021 年第 4 季沒有申報
- 總值
- $1.25 億
- 2021 年第 4 季沒有申報
Chico Wealth RIA 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 986,460 | $2,721 萬 | 21.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 728,788 | $2,052 萬 | 16.4% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 319,619 | $1,549 萬 | 12.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 293,259 | $1,361 萬 | 10.9% | – | – | – |
| AAPLApple Inc. | Stock | 44,635 | $779.4 萬 | 6.2% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 269,586 | $707.4 萬 | 5.7% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 130,161 | $621.6 萬 | 5.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 106,103 | $547.0 萬 | 4.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 141,438 | $445.8 萬 | 3.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 17,700 | $393.6 萬 | 3.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 66,847 | $321.1 萬 | 2.6% | – | – | – |
| TCBKTrico Bancshares | COM | 42,954 | $171.9 萬 | 1.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 22,302 | $165.3 萬 | 1.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 15,552 | $121.2 萬 | 1.0% | – | – | – |
| BF.BBrown Forman Corp | Stock | 17,529 | $117.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,293 | $116.7 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,498 | $79.6 萬 | 0.6% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,176 | $71.6 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,456 | $44.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,490 | $27.3 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 72 | $23.5 萬 | 0.2% | – | – | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 1,652 | $22.2 萬 | 0.2% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 12,723 | $17.2 萬 | 0.1% | – | – | 歷史 |