$125 Million is the total value of Chico Wealth RIA's 23 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 44.5% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 26.6% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 9.2% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 6.4% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 13.4% |
| APPLE INC | 7 | Q3 2023 | 7.2% |
| VANGUARD TAX-MANAGED INTL FD | 7 | Q3 2023 | 2.6% |
| TRICO BANCSHARES | 7 | Q3 2023 | 2.4% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 5.1% |
| BROWN FORMAN CORP | 7 | Q3 2023 | 1.4% |
View Chico Wealth RIA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
View Chico Wealth RIA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.