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  Name: Chico Wealth RIA
  City: CHICO
  State: CA
  Zip: 95928
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $105,740,000
  Total Value Change : $9,764,000
  Securities Held Change : -4
   
All Securities Held : 30
  New Positions : 1
  Closed Positions : 5
  Increased Positions : 12
  Unchanged Positions : 12
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 5 - $754.15 $2,546,000 3,645 2.41% 296,000 -225 0.002    Semiconductor Equipme...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 6 - $49.56 $1,885,000 37,569 1.78% 12,000 -1,524 0.002    Closed - End Fund - F...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 11 - $260.52 $1,024,000 3,941 0.97% 9,000 -338 0    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 15 - $477.49 $625,000 1,288 0.59% 106,000 -178 0    Internet Service Prov...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 27 - $186.77 $201,000 1,047 0.19% -17,000 -167 0.001    Closed - End Fund - E...

      5 Records Found
  1    
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