Chico Wealth Ria has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $105 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $47.2M, Dimensional ETF Tr with a value of $25.6M, Dimensional ETF Tr with a value of $8.7M, Dimensional ETF Tr with a value of $5.67M, and Kla Corp with a value of $2.55M.

Examining the 13F form we can see an increase of $9.86M in the current position value, from $95M to 105M.

Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
ETFs: $95.5 Million
Technology: $4.41 Million
Financial Services: $2.02 Million
Communication Services: $1.14 Million
Industrials: $762,000
Utilities: $519,000
Consumer Cyclical: $515,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $105 Million
  • Prior Value $95 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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