Instuitional Investor - Chico Wealth Ria
Fund Profile
Filing Period:
| Fund Name: | Chico Wealth Ria |
| Portfolio Value | $115,236,531 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,624,519 | $53,592,882 | 46.51% | |
| 2. | Dimensional Etf Trust | 924,356 | $28,867,638 | 25.05% | |
| 3. | Dimensional Etf Trust | 401,516 | $10,395,249 | 9.02% | |
| 4. | Dimensional Etf Trust | 152,565 | $5,864,599 | 5.09% | |
| 5. | KLAC | 3,649 | $2,480,590 | 2.15% |
