Chico Wealth Ria Top Holdings and 13F Report (2025) About Chico Wealth RiaInvestment ActivityChico Wealth Ria has $114.38 million in total holdings as of December 31, 2024.Chico Wealth Ria owns shares of 30 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Chico Wealth Ria has purchased 30 new stocks and bought additional shares in 9 stocks.Chico Wealth Ria sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $55,121,725Dimensional International Core Equity Market ETF $26,410,641Dimensional Emerging Core Equity Market ETF $9,840,338Dimensional US Core Equity Market ETF $6,177,357KLA $2,299,308 Largest New Holdings this Quarter Invesco QQQ $204,492 HoldingiPower $197,203 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 43,400 shares (about $1.50M)Dimensional International Core Equity Market ETF 45,889 shares (about $1.34M)Dimensional Emerging Core Equity Market ETF 11,615 shares (about $294.67K)Invesco QQQ 400 shares (about $204.49K)iPower 236,795 shares (about $197.20K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 6,920 shares (about $330.92K)Vanguard Short-Term Bond ETF 3,802 shares (about $293.78K)Vanguard Total Stock Market ETF 805 shares (about $233.30K)Microsoft 250 shares (about $105.37K)Amazon.com 296 shares (about $64.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChico Wealth Ria Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$55,121,725$1,501,206 ▲2.8%1,593,57448.2%ETFDFAIDimensional International Core Equity Market ETF$26,410,641$1,339,959 ▲5.3%904,47423.1%ETFDFAEDimensional Emerging Core Equity Market ETF$9,840,338$294,673 ▲3.1%387,8738.6%ETFDFAUDimensional US Core Equity Market ETF$6,177,3570.0%152,5655.4%ETFKLACKLA$2,299,308$2,520 ▲0.1%3,6492.0%Computer and TechnologyTCBKTriCo Bancshares$1,907,680$13,110 ▼-0.7%43,6541.7%FinanceAAPLApple$1,404,982$52,584 ▼-3.6%5,6111.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,339,022$330,918 ▼-19.8%28,0011.2%ETFMSFTMicrosoft$875,854$105,372 ▼-10.7%2,0780.8%Computer and TechnologyGLDSPDR Gold Shares$871,6680.0%3,6000.8%FinanceVTIVanguard Total Stock Market ETF$776,981$233,297 ▼-23.1%2,6810.7%ETFBSVVanguard Short-Term Bond ETF$769,223$293,781 ▼-27.6%9,9550.7%ETFMETAMeta Platforms$733,059$2,342 ▼-0.3%1,2520.6%Computer and TechnologyBF.BBrown-Forman$666,169$418 ▲0.1%17,5400.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$641,2380.0%1,0940.6%FinancePCGPG&E$541,994$40,360 ▼-6.9%26,8580.5%UtilitiesGOOGLAlphabet$536,477$54,708 ▼-9.3%2,8340.5%Computer and TechnologyBRK.BBerkshire Hathaway$495,888$9,519 ▲2.0%1,0940.4%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$451,2010.0%17,2280.4%ETFAMZNAmazon.com$428,030$64,939 ▼-13.2%1,9510.4%Retail/WholesaleCATCaterpillar$271,707$60,218 ▼-18.1%7490.2%Industrial ProductsFERGUSON ENTERPRISES INC$262,264$2,083 ▲0.8%1,5110.2%COMMON STOCK NEWDFATDimensional U.S. Targeted Value ETF$242,5660.0%4,3580.2%ETFNVDANVIDIA$238,499$2,954 ▲1.3%1,7760.2%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$225,033$19,714 ▲9.6%9,0520.2%ETFOPENOpendoor Technologies$219,7790.0%137,3620.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$215,400$48,532 ▼-18.4%4,8910.2%ETFQQQInvesco QQQ$204,492$204,492 ▲New Holding4000.2%FinanceIPWiPower$197,203$197,203 ▲New Holding236,7950.2%Consumer DiscretionaryHYFMHydrofarm Holdings Group$12,4610.0%21,4850.0%Basic MaterialsDFCFDimensional Core Fixed Income ETF$0$1,348,478 ▼-100.0%00.0%ETFDFIPDimensional Inflation-Protected Securities ETF$0$295,579 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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