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Two West Capital Advisors

Latest statistics and disclosures from Two West Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002026617

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Positions held by Two West Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 66 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	25.2	$26M	705k	37.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.4	$11M	160k	68.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$8.7M	269k	32.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.0	$8.3M	281k	29.67	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	6.5	$6.8M	131k	52.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.5	$3.7M	141k	25.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$3.1M	5.7k	547.26	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.2	$2.3M	72k	31.99	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.2	$2.3M	46k	49.52	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$2.0M	75k	26.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$1.9M	4.6k	406.78	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.7	$1.8M	62k	28.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$1.2M	29k	41.54	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$1.2M	26k	45.22	View chart
Ishares Tr Short Treas Bd (SHV)	1.1	$1.1M	10k	110.50	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.9	$956k	18k	52.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$939k	13k	72.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$938k	5.5k	170.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$935k	9.1k	102.30	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$894k	34k	26.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$810k	6.8k	119.32	View chart
Apple (AAPL)	0.7	$769k	3.7k	210.63	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$758k	8.3k	91.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$731k	7.2k	100.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$693k	6.5k	107.12	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$686k	26k	26.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$681k	1.4k	500.13	View chart
Ishares Tr Investment Grade (IGEB)	0.6	$642k	15k	44.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$631k	8.2k	76.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$628k	12k	51.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$589k	22k	26.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$576k	6.2k	92.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.5	$529k	10k	50.66	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$493k	11k	47.00	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$484k	19k	25.42	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$472k	10k	46.94	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$459k	20k	22.57	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$432k	11k	40.84	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$418k	16k	26.02	View chart
Microsoft Corporation (MSFT)	0.4	$385k	860.00	447.06	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$369k	13k	27.50	View chart
Wal-Mart Stores (WMT)	0.3	$328k	4.8k	67.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$320k	1.4k	226.23	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.3	$308k	5.8k	52.67	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$306k	5.9k	52.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$303k	2.8k	106.65	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$296k	7.5k	39.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$295k	2.5k	118.77	View chart
Tesla Motors (TSLA)	0.3	$288k	1.5k	197.86	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$286k	3.5k	82.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$281k	1.9k	145.75	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$269k	2.6k	102.78	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$268k	2.6k	103.47	View chart
First Solar (FSLR)	0.2	$258k	1.1k	225.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$256k	1.4k	182.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$251k	4.2k	60.08	View chart
Cbiz (CBZ)	0.2	$246k	3.3k	74.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$239k	2.5k	97.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$230k	4.6k	49.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$219k	818.00	267.67	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$213k	4.0k	53.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$208k	1.4k	150.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$204k	4.0k	51.24	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$204k	5.7k	35.56	View chart
Indivior Ord (INDV)	0.2	$169k	11k	16.12	View chart
Microvast Holdings (MVST)	0.0	$17k	36k	0.46	View chart

Past Filings by Two West Capital Advisors

SEC 13F filings are viewable for Two West Capital Advisors going back to 2024

Two West Capital Advisors 2024 Q2 filed Aug. 7, 2024

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