Chico Wealth RIA Q3 2024 13F Top Portfolio Holdings

Chico Wealth RIA Q3 2024 13F Top Portfolio Holdings

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Jul 22, 2024  · Chico Wealth RIA reported 30 holdings with total value $117 M as of Q3 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA ... 13F-HR Prev …

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$117Million Chico Wealth RIA Q3 2024 13F Holdings Report, Stock ...

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Chico Wealth RIA reported 30 stock holdings with total value $117M as of Q3 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Open main menu. PortfolioSavvy Stocks. …

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CHICO WEALTH RIA Top 13F Holdings - WhaleWisdom.com

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Chico Wealth RIA is based out of Chico. Chico Wealth RIA is a large advisory firm with 339 clients and discretionary assets under management (AUM) of $408,282,476 (Form ADV from 2024 …

whalewisdom.com

Chico Wealth Ria 13F Annual Report (2024) - Wallmine

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As of 11th April 2024, Chico Wealth Ria’s top holding is 2,886,293 shares of Dimensional Etf Trust currently worth over $89.2 billion and making up 84.3% of the portfolio value. In addition, the …

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Chico Wealth RIA 13F Filings

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Chico Wealth RIA reported 30 holdings with total value $106 M as of Q1 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA ... 13F-HR 1/22/2024: …

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Chico Wealth RIA 13F Filings And Top Holdings And Stakes - Stockzoa

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Latest statistics and disclosures from Chico Wealth RIA's latest quarterly 13F-HR filing: Top 5 stock holdings are DFAC, DFAI, DFAE, DFAU, VEA, and represent 86.13% of Chico Wealth …

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Chico Wealth RIA Q2 2024 13F Top Portfolio Holdings

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Chico Wealth RIA reported 27 holdings with total value $109 M as of Q2 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA Q2 2024 13F Holdings ...

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RIA ADVISORY GROUP LLC Top 13F Holdings - WhaleWisdom.com

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RIA Advisory Group is a large advisory firm with 1665 clients and discretionary assets under management (AUM) of $392,195,349 (Form ADV from 2024-07-29). Their last reported 13F …

whalewisdom.com

Chico Wealth RIA Q1 2024 13F Top Portfolio Holdings

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Apr 18, 2024  · Chico Wealth RIA reported 30 holdings with total value $106 M as of Q1 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA Q1 2024 13F …

13f.info

David Rolfe's Strategic Moves In Q3 2024: A Closer Look At …

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2 days ago  · Conversely, Rolfe has reduced his positions in several companies: Alphabet Inc (NASDAQ:GOOGL) was reduced by 3,332 shares, marking a -1.28% decrease in shares and …

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