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