0001926037-23-000001.txt : 20230118 0001926037-23-000001.hdr.sgml : 20230118 20230118122348 ACCESSION NUMBER: 0001926037-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 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: 23533733 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 X0202 13F-HR LIVE false true false 0001926037 XXXXXXXX 12-31-2022 12-31-2022 Chico Wealth RIA

555 MAIN STREET SUITE 400 CHICO CA 95928

13F HOLDINGS REPORT 028-22434 N Khanthaly Dacanay 5305640960 Khanthaly Dacanay Chico CA 01-18-2023 0 21 89422759 false INFORMATION TABLE 2 form13fhreport12312022.xml AMAZON COM INC COM 023135106 344064 4096 SH SOLE 4096 0 0 APPLE INC COM 037833100 599777 4616 SH SOLE 4616 0 0 BROWN FORMAN CORP CL B 115637209 1151305 17529 SH SOLE 17529 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 8207610 373923 SH SOLE 373923 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 23425045 935505 SH SOLE 935505 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 38638512 1591372 SH SOLE 1591372 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 2825810 59105 SH SOLE 59105 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1459470 35151 SH SOLE 35151 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 474204 11521 SH SOLE 11521 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4660923 172499 SH SOLE 172499 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 565790 26194 SH SOLE 26194 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 386941 17228 SH SOLE 17228 0 0 GENERAL MLS INC COM 370334104 214656 2560 SH SOLE 2560 0 0 HYDROFARM HLDGS GROUP INC COM 44888K209 33302 21485 SH SOLE 21485 0 0 MICROSOFT CORP COM 594918104 349188 1456 SH SOLE 1456 0 0 TOAST INC CL A 888787108 184465 10231 SH SOLE 10231 0 0 TRICO BANCSHARES COM 896095106 2190224 42954 SH SOLE 42954 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1092012 14506 SH SOLE 14506 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 729390 3815 SH SOLE 3815 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 251256 6446 SH SOLE 6446 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1638815 39047 SH SOLE 39047 0 0