Filling information for Chico Wealth RIA as Treemap, investor disclosed 23 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
370334104 | 370334104 | GENERAL MLS INC | COM | 218778 | 2560 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 258348 | 6395 | |
86887P200 | 86887P200 | CEA INDUSTRIES INC | COM NEW | 87000 | 100000 | |
08975P108 | 08975P108 | BIGCOMMERCE HLDGS INC | COM SER 1 | 458381 | 51273 | |
037833100 | 037833100 | APPLE INC | COM | 761699 | 4619 | |
44888K209 | 44888K209 | HYDROFARM HLDGS GROUP INC | COM | 37169 | 21485 | |
46265P107 | 46265P107 | IPOWER INC | CL A | 134000 | 250000 | |
G3421J106 | G3421J106 | FERGUSON PLC NEW | SHS | 200491 | 1499 | |
25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 406409 | 17228 | |
25434V856 | 25434V856 | DIMENSIONAL ETF TRUST | INFLATION PROTE | 337742 | 7886 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 777009 | 3807 | |
115637209 | 115637209 | BROWN FORMAN CORP | CL B | 1126589 | 17529 | |
25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 604034 | 26194 | |
25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 1493918 | 35151 | |
896095106 | 896095106 | TRICO BANCSHARES | COM | 1786457 | 42954 | |
25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 20645748 | 766076 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 419777 | 1456 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1684900 | 37301 | |
25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 4962796 | 172499 | |
69331C108 | 69331C108 | PG&E CORP | COM | 419773 | 25960 | |
25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 6990092 | 303653 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 1110482 | 14518 | |
25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 32817807 | 1287983 |