The Analysis of Chico Wealth RIA's Holdings
Currently, Chico Wealth RIA holds 33 types of securities in its portfolio with a total value $147.1M. In the most recent quarter, they have increased their positions in DFSD (+178.5K shares, valued at $8.6M), AJG (+2.8K shares, valued at $863.9K), DFAI (+19.3K shares, valued at $700.5K); decreased their positions in MSFT (-39 shares, valued at $20.2K), BSV (-227 shares, valued at $17.9K), META (-19 shares, valued at $14.0K); initiated new positions in DFSD (+178.5K shares, valued at $8.6M), AJG (+2.8K shares, valued at $863.9K), LVLU (+101.4K shares, valued at $476.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.7M shares0.90%2025-09-302025-10-21
DFAI DIMENSIONAL ETF TRUST922.5K shares2.13%2025-09-302025-10-21 DFAE DIMENSIONAL ETF TRUST406.1K shares2.10%2025-09-302025-10-21 DFSD DIMENSIONAL ETF TRUST178.5K sharesnew addition2025-09-302025-10-21 DFAU DIMENSIONAL ETF TRUST149.6K shares0.00%2025-09-302025-10-21 KLAC KLA CORP3.0K shares0.03%2025-09-302025-10-21 TCBK TRICO BANCSHARES43.7K shares0.00%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS26.7K shares-0.64%2025-09-302025-10-21 AAPL APPLE INC5.4K shares-0.43%2025-09-302025-10-21 GLD SPDR GOLD TR3.6K shares0.00%2025-09-302025-10-21 MSFT MICROSOFT CORP2.2K shares-1.77%2025-09-302025-10-21 META META PLATFORMS INC1.3K shares-1.50%2025-09-302025-10-21 AJG GALLAGHER ARTHUR J & CO2.8K sharesnew addition2025-09-302025-10-21 VTI VANGUARD INDEX FDS2.5K shares-0.43%2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-09-302025-10-21 BSV VANGUARD BD INDEX FDS9.0K shares-2.46%2025-09-302025-10-21 GOOGL ALPHABET INC2.8K shares0.18%2025-09-302025-10-21 DFEM DIMENSIONAL ETF TRUST18.2K shares0.00%2025-09-302025-10-21 NVDA NVIDIA CORPORATION3.0K shares0.51%2025-09-302025-10-21 CAT CATERPILLAR INC1.1K shares21.71%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL999 shares-0.60%2025-09-302025-10-21 LVLU LULUS FASHION LOUNGE HOLDING101.4K sharesnew addition2025-09-302025-10-21 BF.B BROWN FORMAN CORP17.5K shares-0.02%2025-09-302025-10-21 PCG PG&E CORP30.8K shares0.01%2025-09-302025-10-21 AMZN AMAZON COM INC1.9K shares0.00%2025-09-302025-10-21 QQQ INVESCO QQQ TR622 shares55.50%2025-09-302025-10-21 SERV SERVE ROBOTICS INC29.5K sharesnew addition2025-09-302025-10-21 DFAX DIMENSIONAL ETF TRUST9.4K shares3.58%2025-09-302025-10-21 DFAT DIMENSIONAL ETF TRUST4.9K shares0.00%2025-09-302025-10-21 DFAW DIMENSIONAL ETF TRUST3.6K sharesnew addition2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F4.6K shares-1.38%2025-09-302025-10-21 COF CAPITAL ONE FINL CORP1.0K shares-0.86%2025-09-302025-10-21 TSLA TESLA INC474 sharesnew addition2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available