0001926037-24-000001.txt : 20240122 0001926037-24-000001.hdr.sgml : 20240122 20240122135930 ACCESSION NUMBER: 0001926037-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Chico Wealth RIA CENTRAL INDEX KEY: 0001926037 ORGANIZATION NAME: 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: 24548080 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 12-31-2023 12-31-2023 Chico Wealth RIA

555 MAIN STREET SUITE 400 CHICO CA 95928

13F HOLDINGS REPORT 028-22434 N Khanthaly Dacanay 5305640960 Khanthaly Dacanay Chico CA 01-22-2024 0 34 95976368 false INFORMATION TABLE 2 auditreport13f123123.xml ALPHABET INC CAP STK CL A 02079K305 352158 2521 SH SOLE 2521 0 0 AMAZON COM INC COM 023135106 212716 1400 SH SOLE 1400 0 0 APPLE INC COM 037833100 1027102 5335 SH SOLE 5335 0 0 AT&T INC COM 00206R102 285069 16989 SH SOLE 16989 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 377346 1058 SH SOLE 1058 0 0 BOEING CO COM 097023105 444425 1705 SH SOLE 1705 0 0 BROWN FORMAN CORP CL B 115637209 1000906 17529 SH SOLE 17529 0 0 CATERPILLAR INC COM 149123101 243336 823 SH SOLE 823 0 0 CEA INDUSTRIES INC COM NEW 86887P200 54690 100000 SH SOLE 100000 0 0 CHEVRON CORP NEW COM 166764100 361564 2424 SH SOLE 2424 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 8004689 332007 SH SOLE 332007 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 41019541 1403337 SH SOLE 1403337 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 23119268 807237 SH SOLE 807237 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1323813 31222 SH SOLE 31222 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 262665 6363 SH SOLE 6363 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5160167 155193 SH SOLE 155193 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 430011 17228 SH SOLE 17228 0 0 FERGUSON PLC NEW SHS G3421J106 289412 1499 SH SOLE 1499 0 0 HYDROFARM HLDGS GROUP INC COM 44888K209 19712 21485 SH SOLE 21485 0 0 IPOWER INC CL A 46265P107 112500 250000 SH SOLE 250000 0 0 JOHNSON & JOHNSON COM 478160104 203449 1298 SH SOLE 1298 0 0 KLA CORP COM NEW 482480100 2249631 3870 SH SOLE 3870 0 0 META PLATFORMS INC CL A 30303M102 518905 1466 SH SOLE 1466 0 0 MICROSOFT CORP COM 594918104 546026 1452 SH SOLE 1452 0 0 PG&E CORP COM 69331C108 464182 25745 SH SOLE 25745 0 0 SPDR GOLD TR GOLD SHS 78463V107 701594 3670 SH SOLE 3670 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 519453 1093 SH SOLE 1093 0 0 TRICO BANCSHARES COM 896095106 1845733 42954 SH SOLE 42954 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1222384 15871 SH SOLE 15871 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 218484 1214 SH SOLE 1214 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1015064 4279 SH SOLE 4279 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280415 6823 SH SOLE 6823 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1872569 39093 SH SOLE 39093 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 217389 5766 SH SOLE 5766 0 0