CHICO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
73.4%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 4.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Dimensional US Core Equity 2 ETFSOLE | ETF | 1.81M | SH | $80.13M 41.75% | 0.00 | 0.00 | 1.81M |
Dimensional International Cr Eq Mkt ETFSOLE | ETF | 1.02M | SH | $41.93M 21.85% | 0.00 | 0.00 | 1.02M |
Dimensional Emerging Core Equity Mkt ETFSOLE | ETF | 466.60K | SH | $18.76M 9.78% | 0.00 | 0.00 | 466.60K |
Kla CorpSOLE | Common Stock | 30.35K | SH | $9.16M 4.77% | 0.00 | 0.00 | 30.35K |
Dimensional US Core Equity Market ETFSOLE | ETF | 149.60K | SH | $7.73M 4.03% | 0.00 | 0.00 | 149.60K |
Dimensional SHRT DRT FXD Incm ETFSOLE | ETF | 93.86K | SH | $4.48M 2.34% | 0.00 | 0.00 | 93.86K |
TriCo BancsharesSOLE | Common Stock | 43.65K | SH | $2.35M 1.22% | 0.00 | 0.00 | 43.65K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 26.23K | SH | $1.87M 0.97% | 0.00 | 0.00 | 26.23K |
Apple IncSOLE | Common Stock | 6.41K | SH | $1.85M 0.97% | 0.00 | 0.00 | 6.41K |
Alphabet Inc Class ASOLE | Common Stock | 4.12K | SH | $1.47M 0.77% | 0.00 | 0.00 | 4.12K |
Iren LTD FSOLE | Common Stock | 31.71K | SH | $1.45M 0.76% | 0.00 | 0.00 | 31.71K |
SPDR Gold Shares ETFSOLE | ETF | 3.60K | SH | $1.33M 0.69% | 0.00 | 0.00 | 3.60K |
Caterpillar IncSOLE | Common Stock | 1.17K | SH | $1.25M 0.65% | 0.00 | 0.00 | 1.17K |
Lulus Fashion Lounge Holdings IncSOLE | Common Stock | 138.10K | SH | $1.14M 0.59% | 0.00 | 0.00 | 138.10K |
Dimensional World Equity ETFSOLE | ETF | 12.66K | SH | $1.05M 0.55% | 0.00 | 0.00 | 12.66K |
Microsoft CorpSOLE | Common Stock | 2.59K | SH | $967.1K 0.50% | 0.00 | 0.00 | 2.59K |
Vanguard Total Stock Market ETFSOLE | ETF | 2.48K | SH | $917.5K 0.48% | 0.00 | 0.00 | 2.48K |
SPDR S&P 500 ETF TrustSOLE | ETF | 1.18K | SH | $878.0K 0.46% | 0.00 | 0.00 | 1.18K |
Valero Energy CorpSOLE | Common Stock | 3.20K | SH | $833.5K 0.43% | 0.00 | 0.00 | 3.20K |
NVIDIA CorpSOLE | Common Stock | 3.82K | SH | $764.6K 0.40% | 0.00 | 0.00 | 3.82K |
Dimensional Emerging Markets Cr Eq 2 ETFSOLE | ETF | 18.23K | SH | $741.1K 0.39% | 0.00 | 0.00 | 18.23K |
Cipher MNG IncSOLE | Common Stock | 30K | SH | $735.0K 0.38% | 0.00 | 0.00 | 30K |
Alphabet Inc Class CSOLE | Common Stock | 1.95K | SH | $689.0K 0.36% | 0.00 | 0.00 | 1.95K |
Meta Platforms Inc Class ASOLE | Common Stock | 1.22K | SH | $685.3K 0.36% | 0.00 | 0.00 | 1.22K |
Gallagher Arthur J & CoSOLE | Common Stock | 2.91K | SH | $667.2K 0.35% | 0.00 | 0.00 | 2.91K |