CW

Chico Wealth RIA

13F
Chico Wealth RIA
Last update 2025-07-14 33 Stocks (3 new)
Value $126.00 Mil Turnover 1 %
Countries:
Top Holdings: DFAC(46.46%)DFAI(24.70%)DFAE(9.11%)DFAU(5.01%)KLAC(2.14%)
Summary Stock Picks Current Portfolio
Chico Wealth RIA Top Holdings of 2025-06-30 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
1,639,124
58,746.2
+0.90%
46.460
+0.41%
0.170
+18.17%
+7.50%
36,018.1
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
903,255
31,225.5
-2.28%
24.700
-0.57%
0.300
+13.62%
+23.41%
10,907.5
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
397,760
11,515.1
-0.94%
9.110
-0.08%
0.190
+18.19%
+19.38%
6,334.8
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
149,602
6,337.1
-1.94%
5.010
-0.10%
0.080
+18.96%
+8.15%
8,822.9
 
KLAC
KLA Corp
3,020
2,705.1
-17.24%
2.140
-0.37%
0.000
+36.85%
+43.03%
118,632.5
Semiconductors
TCBK
TriCo Bancshares
43,654
1,767.5
0%
1.400
0%
0.130
+8.91%
-2.34%
1,379.7
Banks
VEA
Vanguard FTSE Developed Markets ETF
26,829
1,529.5
-0.47%
1.210
-0.01%
0.000
+14.16%
+23.88%
163,588.6
 
AAPL
Apple Inc
5,393
1,106.5
-3.87%
0.880
-0.04%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
2,209
1,098.7
+6.05%
0.870
+0.05%
0.000
+35.37%
+20.48%
3,759,901.0
Software
GLD
SPDR Gold Shares ETF
3,600
1,097.4
0%
0.870
0%
0.000
+2.81%
+28.93%
102,799.3
 

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
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Reduce
Reduce
-0.57%
●
28.02 ($32.74) 34.71
$35.46
8.31%
Reduce -2.28%
903,255
-21,101
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.41%
●
29.12 ($33.35) 35.84
$36.98
10.88%
Add 0.9%
1,639,124
14,605
KLAC
KLA Corp
2025-06-30
Reduce
Reduce
-0.37%
●
576.53 ($751.16) 902.94
$897.09
19.43%
Reduce -17.24%
3,020
-629
SKY
Champion Homes Inc
2025-06-30
New Buy
New Buy
+0.25%
●
60.33 ($78.07) 94.94
$66.39
-14.96%
New holding
5,005
5,005
COF
Capital One Financial Corp
2025-06-30
New Buy
New Buy
+0.18%
●
150.57 ($186.48) 212.76
$219.46
17.69%
New holding
1,046
1,046
QQQ
INVESCO QQQ Trust
2025-06-30
New Buy
New Buy
+0.17%
●
416.06 ($496.89) 551.64
$563.81
13.47%
New holding
400
400
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Reduce
Reduce
-0.10%
●
34.04 ($39.19) 42.36
$43.57
11.18%
Reduce -1.94%
149,602
-2,963
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.10%
●
94.31 ($125.57) 157.99
$170.78
36.00%
Add 34.81%
2,943
760
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-06-30
Reduce
Reduce
-0.08%
●
22.87 ($26.82) 28.95
$29.98
11.78%
Reduce -0.94%
397,760
-3,756
FERG
Ferguson Enterprises Inc
2025-06-30
Reduce
Reduce
-0.06%
●
148.02 ($183.7) 219.4
$227.72
23.96%
Reduce -28.16%
1,084
-425

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 2025-06-30

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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