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 GLD BSV SPY 12 stocks	$102,292 90.34% of portfolio	4	3	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2,299 2.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TCBK 1 stocks	$1,907 1.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,405 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1,274 1.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$875 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$776 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN IPW 2 stocks	$631 0.56% of portfolio	1	1	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$541 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$495 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT HYFM 2 stocks	$283 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$238 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate OPEN 1 stocks	$219 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts

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