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| Name: |
Chico Wealth RIA |
| City: |
CHICO |
| State: |
CA |
| Zip: |
95928 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$31.70 |
$47,216,000 |
1,477,811 |
44.65% |
6,196,000 |
74,474 |
0.164 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$25,586,000 |
846,656 |
24.2% |
2,467,000 |
39,419 |
0.654 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
3 |
- |
$0.00 |
$8,697,000 |
351,820 |
8.22% |
692,000 |
19,813 |
0.058 |
N/A |
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BSV |
Vanguard Short-Term Bond |
8 |
- |
$76.27 |
$1,324,000 |
17,275 |
1.25% |
102,000 |
1,404 |
0.003 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
10 |
- |
$186.88 |
$1,057,000 |
6,161 |
1% |
30,000 |
826 |
0 |
Personal Computers |
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MSFT |
Microsoft Corp |
13 |
- |
$427.00 |
$805,000 |
1,913 |
0.76% |
259,000 |
461 |
0 |
Application Software |
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PCG |
PG&E Corp |
17 |
- |
$18.38 |
$519,000 |
30,969 |
0.49% |
55,000 |
5,224 |
0 |
Multi Utilities |
|
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GOOGL |
Alphabet Inc |
18 |
- |
$173.55 |
$511,000 |
3,383 |
0.48% |
159,000 |
862 |
0 |
Search Engines & Info... |
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AMZN |
Amazon.com Inc |
21 |
- |
$181.05 |
$384,000 |
2,128 |
0.36% |
171,000 |
728 |
0 |
Internet Software & S... |
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CAT |
Caterpillar Inc |
22 |
- |
$350.70 |
$355,000 |
969 |
0.34% |
112,000 |
146 |
0 |
Farm & Construction M... |
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VWO |
Vanguard Emerging Markets S... |
24 |
- |
$44.06 |
$288,000 |
6,903 |
0.27% |
8,000 |
80 |
0 |
Closed - End Fund - E... |
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