0001926037-23-000003.txt : 20230810 0001926037-23-000003.hdr.sgml : 20230810 20230810123353 ACCESSION NUMBER: 0001926037-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231158154 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 06-30-2023 06-30-2023 Chico Wealth RIA

555 MAIN STREET SUITE 400 CHICO CA 95928

13F HOLDINGS REPORT 028-22434 N Khanthaly Dacanay 5305640960 Khanthaly Dacanay Chico CA 08-10-2023 0 23 83912231 false INFORMATION TABLE 2 form13fhreport06302023.xml APPLE INC COM 037833100 899857 4639 SH SOLE 4639 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 510166 51273 SH SOLE 51273 0 0 BROWN FORMAN CORP CL B 115637209 1170587 17529 SH SOLE 17529 0 0 CEA INDUSTRIES INC COM NEW 86887P200 74530 100000 SH SOLE 100000 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7551586 321892 SH SOLE 321892 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 21482126 786315 SH SOLE 786315 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 37376509 1376667 SH SOLE 1376667 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1302894 31222 SH SOLE 31222 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 262856 6363 SH SOLE 6363 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4907824 158368 SH SOLE 158368 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 610582 26194 SH SOLE 26194 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 414333 17228 SH SOLE 17228 0 0 FERGUSON PLC NEW SHS G3421J106 235808 1499 SH SOLE 1499 0 0 HYDROFARM HLDGS GROUP INC COM 44888K209 16801 21485 SH SOLE 21485 0 0 IPOWER INC CL A 46265P107 275000 250000 SH SOLE 250000 0 0 MICROSOFT CORP COM 594918104 495841 1456 SH SOLE 1456 0 0 PG&E CORP COM 69331C108 444874 25745 SH SOLE 25745 0 0 TRICO BANCSHARES COM 896095106 1426073 42954 SH SOLE 42954 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1174433 15541 SH SOLE 15541 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 200134 1210 SH SOLE 1210 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 967249 4391 SH SOLE 4391 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 275068 6762 SH SOLE 6762 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1837100 39781 SH SOLE 39781 0 0