Chico Wealth RIA

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chico, CA
CIK
0001926037
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 34 95,976 DFAC, DFAI, DFAE, DFAU 13F-HR 1/22/2024 000192603724000001
Q3 2023 28 83,602 DFAC, DFAI, DFAE, DFAU 13F-HR 10/13/2023 000192603723000004
Q2 2023 23 83,912 DFAC, DFAI, DFAE, DFAU 13F-HR 8/10/2023 000192603723000003
Q1 2023 23 77,739 DFAC, DFAI, DFAE, DFAU 13F-HR 5/11/2023 000192603723000002
Q4 2022 21 89,422 DFAC, DFAI, DFAE, DIMENSIONAL ETF TRUST 13F-HR 1/18/2023 000192603723000001
Q3 2022 22 86,132 DFAC, DFAI, DFAE, AAPL 13F-HR 10/26/2022 000192603722000004
Q2 2022 22 123,045 DIMENSIONAL ETF TRUST, DFAC, DFAI, AAPL 13F-HR 7/19/2022 000192603722000003
Q1 2022 23 124,766 DIMENSIONAL ETF TRUST, DFAC, DFAI, AAPL 13F-HR 4/28/2022 000192603722000001