CHICO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 4.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 198.32K | SH | $32.98M 8.78% | 0.00 | 0.00 | 198.32K |
ISHARES TRSOLE | CORE DIV GRWTH | 390.54K | SH | $29.44M 7.84% | 0.00 | 0.00 | 390.54K |
APPLE INCSOLE | COM | 73.47K | SH | $24.47M 6.51% | 0.00 | 0.00 | 73.47K |
ISHARES TRSOLE | CORE HIGH DV ETF | 850.74K | SH | $23.79M 6.33% | 0.00 | 0.00 | 850.74K |
ALPHABET INCSOLE | CAP STK CL C | 63.29K | SH | $21.56M 5.74% | 0.00 | 0.00 | 63.29K |
ISHARES TRSOLE | 0-5YR HI YL CP | 340.55K | SH | $14.05M 3.74% | 0.00 | 0.00 | 340.55K |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 354.31K | SH | $13.00M 3.46% | 0.00 | 0.00 | 354.31K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 126.60K | SH | $12.80M 3.41% | 0.00 | 0.00 | 126.60K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 168.96K | SH | $11.82M 3.15% | 0.00 | 0.00 | 168.96K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 286.42K | SH | $10.65M 2.83% | 0.00 | 0.00 | 286.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.76K | SH | $9.84M 2.62% | 0.00 | 0.00 | 19.76K |
MICROSOFT CORPSOLE | COM | 14.23K | SH | $7.30M 1.94% | 0.00 | 0.00 | 14.23K |
JOHNSON & JOHNSONSOLE | COM | 27.11K | SH | $7.18M 1.91% | 0.00 | 0.00 | 27.11K |
TRICO BANCSHARESSOLE | COM | 126.89K | SH | $6.50M 1.73% | 0.00 | 0.00 | 126.89K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.08K | SH | $5.54M 1.47% | 0.00 | 0.00 | 6.08K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 57.46K | SH | $5.43M 1.44% | 0.00 | 0.00 | 57.46K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 34.76K | SH | $5.40M 1.44% | 0.00 | 0.00 | 34.76K |
JPMORGAN CHASE & COSOLE | COM | 15.21K | SH | $5.03M 1.34% | 0.00 | 0.00 | 15.21K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 94.69K | SH | $4.83M 1.29% | 0.00 | 0.00 | 94.69K |
BLACKROCK ETF TRUST IISOLE | ISHA SH TERM ETF | 87.09K | SH | $4.34M 1.15% | 0.00 | 0.00 | 87.09K |
ISHARES INCSOLE | CORE MSCI EMKT | 45.97K | SH | $3.73M 0.99% | 0.00 | 0.00 | 45.97K |
AMAZON COM INCSOLE | COM | 14.89K | SH | $3.71M 0.99% | 0.00 | 0.00 | 14.89K |
ISHARES TRSOLE | MSCI USA MMENTM | 9.96K | SH | $3.16M 0.84% | 0.00 | 0.00 | 9.96K |
BONDBLOXX ETF TRUSTSOLE | IR M TAXAWARE | 59.33K | SH | $2.96M 0.79% | 0.00 | 0.00 | 59.33K |
NVIDIA CORPORATIONSOLE | COM | 11.62K | SH | $2.66M 0.71% | 0.00 | 0.00 | 11.62K |