Chico Wealth RIA at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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