Chico Wealth Ria
CIK Number: 0001926037
Main Sectors:
Top Industries:
Filing Date: Jul 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 38.73 | +0.19% | 1.64M | +0.90% | 58.75M | 27.01 | 46.46% | Share |
| 2 | DFAI | Dimensional Int... | 36.59 | +0.03% | 903.25K | -2.28% | 31.23M | 26.99 | 24.70% | Share |
| 3 | DFAE | Dimensional Eme... | 31.92 | +0.41% | 397.76K | -0.94% | 11.52M | 24.33 | 9.11% | Share |
| 4 | DFAU | Dimensional US ... | 45.98 | +0.17% | 149.6K | -1.94% | 6.34M | 29.63 | 5.01% | Share |
| 5 | KLAC | KLA Corporation | 1139.26 | +0.92% | 3.02K | -17.24% | 2.71M | 549.7 | 2.14% | Share |
| 6 | TCBK | TriCo Bancshare... | 43.64 | -0.02% | 43.65K | 0.00% | 1.77M | 40.09 | 1.40% | Share |
| 7 | VEA | Vanguard Develo... | 60.50 | +0.22% | 26.83K | -0.47% | 1.53M | 47.91 | 1.21% | Share |
| 8 | AAPL | Apple Inc. | 257.13 | +0.66% | 5.39K | -3.87% | 1.11M | 173.58 | 0.88% | Share |
| 9 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 2.21K | +6.05% | 1.1M | 363.04 | 0.87% | Share |
| 10 | GLD | SPDR Gold Share... | 354.76 | -0.36% | 3.6K | 0.00% | 1.1M | 191.17 | 0.87% | Share |
| 11 | META | Meta Platforms,... | 727.05 | +1.35% | 1.27K | +0.32% | 937.37K | 319.09 | 0.74% | Share |
| 12 | VTI | Vanguard Total ... | 329.77 | +0.14% | 2.54K | -0.74% | 772.59K | 223.88 | 0.61% | Share |
| 13 | BSV | Vanguard Short-... | 78.83 | +0.02% | 9.24K | -1.22% | 727.27K | 77.55 | 0.58% | Share |
| 14 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 1.09K | +0.09% | 676.37K | 475.5 | 0.54% | Share |
| 15 | DFEM | Dimensional Eme... | 32.41 | +0.29% | 18.23K | +5.85% | 541.22K | 23.87 | 0.43% | Share |
| 16 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 2.83K | -0.35% | 499.44K | 137.2 | 0.40% | Share |
| 17 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 1K | -9.05% | 488.2K | 355.37 | 0.39% | Share |
| 18 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 2.94K | +34.81% | 464.96K | 129.17 | 0.37% | Share |
| 19 | PCG | Pacific Gas & E... | 15.63 | -0.19% | 30.77K | -0.14% | 428.95K | 16.36 | 0.34% | Share |
| 20 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 1.89K | -2.97% | 415.31K | 163.45 | 0.33% | Share |
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