0001926037-22-000004.txt : 20221027
0001926037-22-000004.hdr.sgml : 20221027
20221026184220
ACCESSION NUMBER: 0001926037-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221027
DATE AS OF CHANGE: 20221026
EFFECTIVENESS DATE: 20221027
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: 221334384
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
false
true
0001926037
XXXXXXXX
09-30-2022
09-30-2022
Chico Wealth RIA
555 MAIN STREET
SUITE 400
CHICO
CA
95928
13F HOLDINGS REPORT
028-22434
N
Khanthaly Dacanay
Director of Operations
5305640960
Khanthaly Dacanay
Chico
CA
10-26-2022
0
22
86132
false
INFORMATION TABLE
2
form13fhreport09302022.xml
APPLE INC
COM
037833100
6166
44616
SH
SOLE
44616
0
0
BROWN FORMAN CORP
CL B
115637209
1167
17529
SH
SOLE
17529
0
0
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
7188
357783
SH
SOLE
357783
0
0
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
19939
924403
SH
SOLE
924403
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
33031
1485190
SH
SOLE
1485190
0
0
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
25434V849
2757
59105
SH
SOLE
59105
0
0
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
1212
29604
SH
SOLE
29604
0
0
DIMENSIONAL ETF TRUST
INFLATION PROTE
25434V856
468
11521
SH
SOLE
11521
0
0
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
4348
172886
SH
SOLE
172886
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
453
23958
SH
SOLE
23958
0
0
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
352
17228
SH
SOLE
17228
0
0
ISHARES TR
MSCI ACWI ETF
464288257
559
7176
SH
SOLE
7176
0
0
META PLATFORMS INC
CL A
30303M102
2402
17700
SH
SOLE
17700
0
0
MICROSOFT CORP
COM
594918104
339
1456
SH
SOLE
1456
0
0
ROBINHOOD MKTS INC
COM CL A
770700102
218
21555
SH
SOLE
21555
0
0
TOAST INC
CL A
888787108
171
10231
SH
SOLE
10231
0
0
TRICO BANCSHARES
COM
896095106
1918
42954
SH
SOLE
42954
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1069
14294
SH
SOLE
14294
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
665
3703
SH
SOLE
3703
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
233
6391
SH
SOLE
6391
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1430
39334
SH
SOLE
39334
0
0
YEXT INC
COM
98585N106
47
10460
SH
SOLE
10460
0
0