0001926037-22-000003.txt : 20220719 0001926037-22-000003.hdr.sgml : 20220719 20220719152802 ACCESSION NUMBER: 0001926037-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Chico Wealth RIA CENTRAL INDEX KEY: 0001926037 IRS NUMBER: 812478929 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22434 FILM NUMBER: 221091465 BUSINESS ADDRESS: STREET 1: 555 MAIN STREET STREET 2: SUITE 400 CITY: CHICO STATE: CA ZIP: 95928 BUSINESS PHONE: 5305640960 MAIL ADDRESS: STREET 1: 555 MAIN STREET STREET 2: SUITE 400 CITY: CHICO STATE: CA ZIP: 95928 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001926037 XXXXXXXX 06-30-2022 06-30-2022 Chico Wealth RIA

555 MAIN STREET SUITE 400 CHICO CA 95928

13F HOLDINGS REPORT 028-22434 N Khanthaly Dacanay 5305640960 Khanthaly Dacanay Chico CA 07-19-2022 0 22 123045 false INFORMATION TABLE 2 Q2_13F_Audit.xml AMAZON COM INC COM 023135106 240 2255 SH SOLE 2255 0 0 APPLE INC COM 037833100 6122 44778 SH SOLE 44778 0 0 BROWN FORMAN CORP CL B 115637209 1230 17529 SH SOLE 17529 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 5589 241309 SH SOLE 241309 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 16543 379258 SH SOLE 379258 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 16834 697357 SH SOLE 697357 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 31087 1334187 SH SOLE 1334187 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 18821 391531 SH SOLE 391531 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 6311 143484 SH SOLE 143484 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5947 225002 SH SOLE 225002 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3823 177631 SH SOLE 177631 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 405 17228 SH SOLE 17228 0 0 ISHARES TR MSCI ACWI ETF 464288257 602 7176 SH SOLE 7176 0 0 META PLATFORMS INC CL A 30303M102 2854 17700 SH SOLE 17700 0 0 MICROSOFT CORP COM 594918104 374 1456 SH SOLE 1456 0 0 ROBINHOOD MKTS INC COM CL A 770700102 105 12723 SH SOLE 12723 0 0 TRICO BANCSHARES COM 896095106 1960 42954 SH SOLE 42954 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1116 14530 SH SOLE 14530 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 700 3710 SH SOLE 3710 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 467 11224 SH SOLE 11224 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1865 45714 SH SOLE 45714 0 0 YEXT INC COM 98585N106 50 10460 SH SOLE 10460 0 0