CHICO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
76.1%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 4.30M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.30M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Dimensional US Core Equity 2 ETFSOLE | ETF | 1.80M | SH | $69.76M 42.61% | 0.00 | 0.00 | 1.80M |
Dimensional International Cr Eq Mkt ETFSOLE | ETF | 1M | SH | $39.02M 23.84% | 0.00 | 0.00 | 1M |
Dimensional Emerging Core Equity Mkt ETFSOLE | ETF | 466.11K | SH | $15.78M 9.64% | 0.00 | 0.00 | 466.11K |
Dimensional US Core Equity Market ETFSOLE | ETF | 149.60K | SH | $6.75M 4.12% | 0.00 | 0.00 | 149.60K |
Dimensional SHRT DRT FXD Incm ETFSOLE | ETF | 93.86K | SH | $4.49M 2.75% | 0.00 | 0.00 | 93.86K |
Kla CorpSOLE | Common Stock | 3.03K | SH | $4.47M 2.73% | 0.00 | 0.00 | 3.03K |
TriCo BancsharesSOLE | Common Stock | 43.65K | SH | $2.08M 1.27% | 0.00 | 0.00 | 43.65K |
Lulus Fashion Lounge Holdings IncSOLE | Common Stock | 138.10K | SH | $1.76M 1.07% | 0.00 | 0.00 | 138.10K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 26.50K | SH | $1.70M 1.04% | 0.00 | 0.00 | 26.50K |
Apple IncSOLE | Common Stock | 6.17K | SH | $1.56M 0.96% | 0.00 | 0.00 | 6.17K |
SPDR Gold Shares ETFSOLE | ETF | 3.60K | SH | $1.55M 0.95% | 0.00 | 0.00 | 3.60K |
Iren LTD FSOLE | Common Stock | 30K | SH | $1.03M 0.63% | 0.00 | 0.00 | 30K |
Dimensional World Equity ETFSOLE | ETF | 11.50K | SH | $848.3K 0.52% | 0.00 | 0.00 | 11.50K |
Alphabet Inc Class ASOLE | Common Stock | 2.86K | SH | $821.3K 0.50% | 0.00 | 0.00 | 2.86K |
Caterpillar IncSOLE | Common Stock | 1.16K | SH | $819.9K 0.50% | 0.00 | 0.00 | 1.16K |
Vanguard Total Stock Market ETFSOLE | ETF | 2.53K | SH | $812.3K 0.50% | 0.00 | 0.00 | 2.53K |
Valero Energy CorpSOLE | Common Stock | 3.18K | SH | $785.4K 0.48% | 0.00 | 0.00 | 3.18K |
Meta Platforms Inc Class ASOLE | Common Stock | 1.36K | SH | $776.7K 0.47% | 0.00 | 0.00 | 1.36K |
SPDR S&P 500 ETF TrustSOLE | ETF | 1.18K | SH | $764.5K 0.47% | 0.00 | 0.00 | 1.18K |
NVIDIA CorpSOLE | Common Stock | 4.33K | SH | $754.3K 0.46% | 0.00 | 0.00 | 4.33K |
Microsoft CorpSOLE | Common Stock | 2.03K | SH | $752.0K 0.46% | 0.00 | 0.00 | 2.03K |
Vanguard Short-Term Bond ETFSOLE | ETF | 8.30K | SH | $651.1K 0.40% | 0.00 | 0.00 | 8.30K |
Dimensional Emerging Markets Cr Eq 2 ETFSOLE | ETF | 18.23K | SH | $630.0K 0.38% | 0.00 | 0.00 | 18.23K |
Gallagher Arthur J & CoSOLE | Common Stock | 2.90K | SH | $627.6K 0.38% | 0.00 | 0.00 | 2.90K |
PG&E CorpSOLE | Common Stock | 34.12K | SH | $599.4K 0.37% | 0.00 | 0.00 | 34.12K |