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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 :
12 |
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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 |
|
DFAU |
Dfa Dimensional Us Core Equ... |
4 |
- |
$0.00 |
$5,671,000 |
155,193 |
5.36% |
511,000 |
0 |
0.172 |
N/A |
|
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TCBK |
Trico Bancshares |
7 |
- |
$38.71 |
$1,580,000 |
42,954 |
1.49% |
-266,000 |
0 |
0.144 |
Domestic Regional Banks |
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DFCF |
Dfa Dimensional Core Fixed ... |
9 |
- |
$0.00 |
$1,310,000 |
31,222 |
1.24% |
-14,000 |
0 |
0.035 |
N/A |
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BF.B |
Brown Forman Corporation |
12 |
- |
$47.31 |
$905,000 |
17,529 |
0.86% |
-96,000 |
0 |
0.006 |
Beverage - Wineries &... |
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GLD |
streetTRACKS Gold Trust |
14 |
- |
$224.23 |
$755,000 |
3,670 |
0.71% |
53,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
16 |
- |
$531.36 |
$572,000 |
1,093 |
0.54% |
53,000 |
0 |
0 |
Closed - End Fund - E... |
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DFEM |
Dfa Dimensional Emerging Ma... |
20 |
- |
$0.00 |
$439,000 |
17,228 |
0.42% |
9,000 |
0 |
0.017 |
N/A |
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FERG |
Ferguson plc |
23 |
- |
$211.91 |
$327,000 |
1,499 |
0.31% |
38,000 |
0 |
0.001 |
N/A |
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DFIP |
Dfa Dimensional Inflation-p... |
25 |
- |
$0.00 |
$262,000 |
6,363 |
0.25% |
-1,000 |
0 |
0.007 |
N/A |
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IPW |
Ipower Ord Shs |
28 |
- |
$1.58 |
$133,000 |
250,000 |
0.13% |
20,000 |
0 |
0.278 |
Closed - End Fund - E... |
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CEAD |
CEA Industries Inc |
29 |
- |
$0.75 |
$58,000 |
100,000 |
0.05% |
3,000 |
0 |
0.042 |
N/A |
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HYFM |
Hydrofarm Holdings Group, Inc. |
30 |
- |
$0.00 |
$23,000 |
21,485 |
0.02% |
3,000 |
0 |
0.065 |
N/A |
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