Two West Capital Advisors

Two West Capital Advisors as of Sept. 30, 2024

Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 69 positions in its portfolio as reported in the September 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) 25.5 $31M 792k 39.69
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 13.3 $16M 232k 70.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.3 $10M 321k 31.78
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.0 $9.8M 287k 34.29
Schwab Strategic Tr Us Tips Etf (SCHP) 5.6 $6.9M 128k 53.63
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.6 $4.4M 161k 27.41
Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.1M 5.3k 576.86
Dimensional Etf Trust Us High Profitab (DUHP) 2.1 $2.6M 76k 34.07
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.9 $2.3M 46k 49.94
Dimensional Etf Trust Intl Core Equity (DFIC) 1.8 $2.2M 78k 28.14
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.7 $2.1M 68k 30.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.0M 4.4k 460.23
Ishares Tr Core Total Usd (IUSB) 1.2 $1.5M 32k 47.12
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $1.1M 27k 43.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $1.1M 6.4k 179.29
Dimensional Etf Trust Global Core Plus (DFGP) 0.9 $1.1M 21k 55.10
Ishares Tr Core Msci Eafe (IEFA) 0.9 $1.1M 14k 78.05
Ishares Tr Short Treas Bd (SHV) 0.8 $946k 8.6k 110.63
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $918k 8.5k 107.65
Dimensional Etf Trust Intl High Profit (DIHP) 0.7 $912k 33k 27.70
Ishares Tr Mbs Etf (MBB) 0.7 $897k 9.4k 95.81
Apple (AAPL) 0.7 $865k 3.7k 233.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $843k 8.1k 104.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $817k 6.5k 126.18
Dimensional Etf Trust Intl Small Cap V (DISV) 0.6 $759k 26k 29.06
Ishares Tr Investment Grade (IGEB) 0.6 $756k 16k 46.47
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $746k 15k 50.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $719k 1.4k 527.67
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $685k 13k 51.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $681k 8.7k 78.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $680k 24k 28.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $652k 5.8k 112.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $649k 6.8k 95.75
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $630k 13k 47.74
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.5 $565k 11k 49.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $514k 6.2k 83.15
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $497k 18k 27.01
Ishares Tr Eafe Value Etf (EFV) 0.4 $455k 7.9k 57.53
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.4 $446k 17k 26.87
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $432k 7.9k 54.84
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $407k 17k 23.45
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $395k 14k 28.46
Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $394k 7.4k 53.53
Wal-Mart Stores (WMT) 0.3 $391k 4.8k 80.75
Tesla Motors (TSLA) 0.3 $382k 1.5k 261.60
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $380k 9.0k 42.28
Microsoft Corporation (MSFT) 0.3 $366k 849.00 430.53
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $363k 8.4k 43.42
Select Sector Spdr Tr Technology (XLK) 0.3 $319k 1.4k 225.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $310k 2.0k 154.03
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $277k 1.4k 197.17
3M Company (MMM) 0.2 $276k 2.0k 136.70
Ishares Tr Global Tech Etf (IXN) 0.2 $266k 3.2k 82.52
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $265k 2.3k 116.96
Ishares Tr Faln Angls Usd (FALN) 0.2 $259k 9.5k 27.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $257k 2.0k 125.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $256k 905.00 283.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $252k 3.9k 64.86
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $245k 8.5k 28.86
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $235k 2.2k 104.69
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $228k 5.5k 41.69
Ishares Msci Emrg Chn (EMXC) 0.2 $228k 3.7k 61.11
Ishares Tr Msci Usa Value (VLUE) 0.2 $216k 2.0k 109.02
Ishares Tr Core Div Grwth (DGRO) 0.2 $215k 3.4k 62.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $209k 4.0k 52.67
Ishares Tr U.s. Tech Etf (IYW) 0.2 $208k 1.4k 151.62
Ishares Tr Core Intl Aggr (IAGG) 0.2 $205k 4.0k 51.82
Indivior Ord (INDV) 0.1 $102k 11k 9.75
Microvast Holdings (MVST) 0.0 $9.1k 36k 0.25