The Analysis of Chico Wealth RIA's Holdings
Currently, Chico Wealth RIA holds 33 types of securities in its portfolio with a total value $153.5M. In the most recent quarter, they have increased their positions in DFAI (+49.7K shares, valued at $1.9M), DFAC (+30.5K shares, valued at $1.2M), DFAE (+35.1K shares, valued at $1.1M); decreased their positions in DFSD (-84.6K shares, valued at $4.1M), VEA (-160 shares, valued at $10.0K); initiated new positions in JPM (+751 shares, valued at $242.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC Dimensional US Core Equity 2 ETF1.7M shares1.84%2025-12-312026-02-10
DFAI Dimensional International Cr Eq Mkt ETF972.2K shares5.38%2025-12-312026-02-10 DFAE Dimensional Emerging Core Equity Mkt ETF441.2K shares8.64%2025-12-312026-02-10 DFAU Dimensional US Core Equity Market ETF149.6K shares0.00%2025-12-312026-02-10 DFSD Dimensional SHRT DRT FXD Incm ETF93.9K shares-47.41%2025-12-312026-02-10 KLAC Kla Corp3.0K shares0.33%2025-12-312026-02-10 TCBK TriCo Bancshares43.7K shares0.00%2025-12-312026-02-10 AAPL Apple Inc6.1K shares13.71%2025-12-312026-02-10 VEA Vanguard FTSE Developed Markets ETF26.5K shares-0.60%2025-12-312026-02-10 GLD SPDR Gold Shares ETF3.6K shares0.00%2025-12-312026-02-10 MSFT Microsoft Corp2.5K shares14.33%2025-12-312026-02-10 LVLU Lulus Fashion Lounge Holdings Inc171.7K shares69.28%2025-12-312026-02-10 VTI Vanguard Total Stock Market ETF2.5K shares0.04%2025-12-312026-02-10 META Meta Platforms Inc Class A1.3K shares1.44%2025-12-312026-02-10 SPY SPDR S&P 500 ETF Trust1.2K shares7.21%2025-12-312026-02-10 NVDA NVIDIA Corp4.1K shares40.03%2025-12-312026-02-10 AJG Gallagher Arthur J & Co2.9K shares4.20%2025-12-312026-02-10 BSV Vanguard Short-Term Bond ETF9.0K shares0.10%2025-12-312026-02-10 CAT Caterpillar Inc1.2K shares2.31%2025-12-312026-02-10 DFEM Dimensional Emerging Markets Cr Eq 2 ETF18.2K shares0.00%2025-12-312026-02-10 AMZN Amazon.com Inc2.3K shares22.08%2025-12-312026-02-10 PCG PG&E Corp30.8K shares0.23%2025-12-312026-02-10 BF.B Brown-Forman Corp17.6K shares0.14%2025-12-312026-02-10 DFAT Dimensional U S Targeted Value ETF5.9K shares18.82%2025-12-312026-02-10 DFAX Dimensional World ex US Core Eq 2 ETF9.7K shares3.75%2025-12-312026-02-10 DFAW Dimensional World Equity ETF4.3K shares19.76%2025-12-312026-02-10 COF Capital One Finl Corp1.1K shares2.41%2025-12-312026-02-10 VWO Vanguard FTSE Emerging Markets ETF4.6K shares0.11%2025-12-312026-02-10 JPM JPMorgan Chase & Co751 sharesnew addition2025-12-312026-02-10 TSLA Tesla Inc515 shares8.65%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available