Two West Capital Advisors

Two West Capital Advisors as of June 30, 2024

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