Chico Wealth RIA

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$109M
Signature - Title
Khanthaly Dacanay - Director of Operations
Location
555 Main Street, Suite 400, Chico, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 27 $109M +$3.03M -$1.03M +$2.01M DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 7/19/2024, 05:49 PM
Q1 2024 30 $106M +$5.15M -$1.95M +$3.2M DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 4/18/2024, 12:23 PM
Q4 2023 34 $96M +$4.25M -$585K +$3.66M DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 1/22/2024, 01:59 PM
Q3 2023 28 $83.6M +$4.28M -$1.19M +$3.09M DFAC, DFAI, DFAE, DFAU, VEA 13F-HR 10/13/2023, 02:18 PM
Q2 2023 23 $83.9M +$3.93M -$887K +$3.04M DFAC, DFAI, DFAE, DFAU, VEA 13F-HR 8/10/2023, 12:33 PM
Q1 2023 23 $77.7M +$1.3M -$17.5M -$16.2M DFAC, DFAI, DFAE, DFAU, TCBK 13F-HR 5/11/2023, 02:05 PM
Q4 2022 21 $89.4M +$4.12M -$8.45M -$4.33M DFAC, DFAI, DFAE, DFAU, DFNM 13F-HR 1/18/2023, 12:23 PM
Q3 2022 22 $86.1M +$11.3M -$41M -$29.7M DFAC, DFAI, DFAE, AAPL, DFAU 13F-HR 10/26/2022, 06:42 PM
Q2 2022 22 $123M +$22.7M -$10.6M +$12.1M DFAC, DFNM, DFAI, DFCF, DFIP 13F-HR 7/19/2022, 03:28 PM
Q1 2022 23 $125M $0 $0 DFAC, DFAI, DFNM, DFCF, AAPL 13F-HR 4/28/2022, 06:20 PM