Chico Wealth Ria Portfolio Holdings
Chico Wealth Ria
- $108 Million
- Q2 2024
Chico Wealth Ria has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $108 Million distributed in 27 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 $49.4M, Dimensional ETF Tr with a value of $25.9M, Dimensional ETF Tr with a value of $9.51M, Dimensional ETF Tr with a value of $5.82M, and Kla Corp with a value of $3.01M.
Examining the 13F form we can see an increase of $3.55M in the current position value, from $105M to 108M.
Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.