Chico Wealth Ria Portfolio Holdings by Sector

Chico Wealth Ria

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFAI DFAE DFAU VEA DFCF BSV GLD 13 stocks	$103,891 89.94% of portfolio	3	4	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2,821 2.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TCBK 1 stocks	$1,877 1.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,355 1.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1,235 1.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,001 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$987 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$570 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$493 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$418 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT HYFM 2 stocks	$371 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate OPEN 1 stocks	$276 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$212 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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