Chico Wealth RIA
CIK 1926037 · Holdings on Dec 31, 2023 · First reported Jan 22, 2024
Top ten holdings
Q4 2023- DFAC42.74%
- DFAI24.09%
- DFAE8.34%
- DFAU5.38%
- KLAC2.34%
- VEA1.95%
- TCBK1.92%
- DFCF1.38%
- BSV1.27%
- AAPL1.07%
Share classes counted separately90.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $41.02M | 42.74% | 1.40M shares | — | ↗▾ | |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $23.12M | 24.09% | 807.24K shares | — | ↗▾ | |
| 03 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $8.00M | 8.34% | 332.01K shares | — | ↗▾ | |
| 04 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $5.16M | 5.38% | 155.19K shares | — | ↗▾ | |
| 05 | KLACKLA CORPCOM NEW View history and evidence | $2.25M | 2.34% | 3.87K shares | — | ↗▾ | |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $1.87M | 1.95% | 39.09K shares | — | ↗▾ | |
| 07 | TCBKTRICO BANCSHARES View history and evidence | $1.85M | 1.92% | 42.95K shares | — | ↗▾ | |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $1.32M | 1.38% | 31.22K shares | — | ↗▾ | |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $1.22M | 1.27% | 15.87K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INC View history and evidence | $1.03M | 1.07% | 5.33K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFAX DIMENSIONAL WORLD EX US CORE | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1926037 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 22, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 95976368
}Research all 34 reported holdings.
This page includes 30 of 34 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 34 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1926037","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1926037","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.