Chico Wealth Ria Portfolio Holdings by Sector

Chico Wealth Ria

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFAI DFAE DFAU VEA GLD BSV SPY 11 stocks	$103,390 90.74% of portfolio	4	3	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2,480 2.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TCBK 1 stocks	$1,744 1.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,246 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1,168 1.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$781 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$703 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$588 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$529 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN IPW 2 stocks	$489 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$247 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$236 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI 1 stocks	$202 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate OPEN 1 stocks	$140 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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