Chico Wealth RIA
CIK 1926037 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- DFAC43.44%
- DFAI24.14%
- DFAE9.36%
- DFAU4.56%
- DFSD2.93%
- KLAC2.40%
- TCBK1.35%
- AAPL1.08%
- VEA1.08%
- GLD0.93%
Share classes counted separately91.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFSDWeight decreased · -2.92 pp5.85% → 2.93%Shares -84.63K (-47.41%)
- DFAIWeight increased · +1.35 pp22.79% → 24.14%Shares +49.65K (+5.38%)
- DFAEWeight increased · +0.66 pp8.70% → 9.36%Shares +35.08K (+8.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 2ETF View history and evidence | $66.68M | 43.44% | 1.68M shares | 43.36% → 43.44%+0.08 pp +30.51K (+1.84%) | Added | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COETF View history and evidence | $37.05M | 24.14% | 972.18K shares | 22.79% → 24.14%+1.35 pp +49.65K (+5.38%) | Added | ↗▾ |
| 03 | DFAEDIMENSIONAL EMERGING CORE EQETF View history and evidence | $14.37M | 9.36% | 441.19K shares | 8.70% → 9.36%+0.66 pp +35.08K (+8.64%) | Added | ↗▾ |
| 04 | DFAUDIMENSIONAL US CORE EQUITY METF View history and evidence | $7.00M | 4.56% | 149.60K shares | 4.65% → 4.56%-0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | DFSDDIMENSIONAL SHORT DURATIONETF View history and evidence | $4.50M | 2.93% | 93.86K shares | 5.85% → 2.93%-2.92 pp -84.63K (-47.41%) | Reduced | ↗▾ |
| 06 | KLACKLA CORPCommon Stock View history and evidence | $3.68M | 2.40% | 3.03K shares | 2.21% → 2.40%+0.19 pp +10 (+0.33%) | Added | ↗▾ |
| 07 | TCBKTRICO BANCSHARESCommon Stock View history and evidence | $2.07M | 1.35% | 43.65K shares | 1.32% → 1.35%+0.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | AAPLAPPLE INCCommon Stock View history and evidence | $1.66M | 1.08% | 6.11K shares | 0.93% → 1.08%+0.15 pp +736 (+13.71%) | Added | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $1.66M | 1.08% | 26.50K shares | 1.09% → 1.08%-0.01 pp -160 (-0.60%) | Reduced | ↗▾ |
| 10 | GLDSPDR GOLD SHARESETF View history and evidence | $1.43M | 0.93% | 3.60K shares | 0.87% → 0.93%+0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SERV SERVE ROBOTICS INC | Non-derivative | -29,473 | -$342.77K | SEC filing ↗ | 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, 2025
Data loaded Sep 23, 2026 · First reported Feb 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 153490020
}Research all 33 reported holdings.
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