StockDriftsStockDriftsTop 37 Chico Wealth RIA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | Dimensional US Core Equity 2 ETF | 42.61% | 1.80M | $69.8M | +6.58%(+110.79K) | $28.61(+54.69%) | 2026-03-31 | |
| DFAI | Dimensional International Cr Eq Mkt ETF | 23.84% | 1.00M | $39.0M | +3.03%(+29.44K) | $28.63(+45.23%) | 2026-03-31 | |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | 9.64% | 466.1K | $15.8M | +5.65%(+24.92K) | $25.98(+49.50%) | 2026-03-31 | |
| DFAU | Dimensional US Core Equity Market ETF | 4.12% | 149.6K | $6.8M | +0.00%(+0) | $31.12(+65.62%) | 2026-03-31 | |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | 2.75% | 93.9K | $4.5M | +0.00%(+0) | $48.10(-0.73%) | 2026-03-31 | |
| KLAC | Kla Corp | 2.73% | 3.0K | $4.5M | +0.07%(+2) | $510.57(-53.87%) | 2026-03-31 | |
| TCBK | TriCo Bancshares | 1.27% | 43.7K | $2.1M | +0.00%(+0) | $41.49(+31.47%) | 2026-03-31 | |
| LVLU | Lulus Fashion Lounge Holdings Inc | 1.07% | 138.1K | $1.8M | -19.57%(-33.60K) | $4.75(+79.05%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 1.04% | 26.5K | $1.7M | +0.00%(+1) | $49.30(+43.64%) | 2026-03-31 | |
| AAPL | Apple Inc | 0.96% | 6.2K | $1.6M | +0.98%(+60) | $186.76(+65.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.45% |
| Top 20 Holdings Unweighted | +16.44% | +57.88% |
Sign up free to track Chico Wealth RIA, compare funds side by side, and get alerts the moment positions change.