CHICO WEALTH RIA 13F Portfolio
CHICO WEALTH RIA runs CHICO WEALTH RIA and currently holds 49 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $191.92M. Their top holdings are DFAC, DFAI, DFAE, KLAC, DFAU. The top five represent 82.2% of reported portfolio weight. CHICO WEALTH RIA ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHICO WEALTH RIA initiated 9 new positions. They added to 22 existing positions. They trimmed 7 positions. Their current best-performing preview position is KLAC with returns of +104.91%.
Portfolio Value
$191.92M
Alpha Score
51.7
#0 of 1000
Holdings
49
CHICO WEALTH RIA Current 13F Holdings
Reported holdings from CHICO WEALTH RIA's latest SEC 13F filing, ranked by portfolio weight.
49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC Dimensional US Core Equity 2 ETF | 41.75% | $28.15 | $45.31 | +60.94% | Added +0.63% |
 DFAI Dimensional International Cr Eq Mkt ETF | 21.85% | $28.27 | $41.35 | +46.27% | Added +1.50% |
 DFAE Dimensional Emerging Core Equity Mkt ETF | 9.78% | $25.61 | $39.40 | +53.85% | Added +0.11% |
 KLAC Kla Corp | 4.77% | $55.40 | $195.57 | +253.01% | Added +900.53% |
 DFAU Dimensional US Core Equity Market ETF | 4.03% | $29.63 | $53.42 | +80.29% | Held |
 DFSD Dimensional SHRT DRT FXD Incm ETF | 2.34% | $48.19 | $46.66 | -3.17% | Held |
 TCBK TriCo Bancshares | 1.22% | $40.09 | $51.41 | +28.24% | Held |
 VEA Vanguard FTSE Developed Markets ETF | 0.97% | $47.91 | $70.36 | +46.85% | Trimmed -1.02% |
 AAPL Apple Inc | 0.97% | $189.99 | $336.68 | +77.21% | Added +3.92% |
 GOOGL Alphabet Inc Class A | 0.77% | $213.59 | $351.66 | +64.64% | Added +44.33% |
Showing 1-10 of 49