Two West Capital Advisors

Two West Capital Advisors as of Dec. 31, 2024

Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 72 positions in its portfolio as reported in the December 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) 24.6 $29M 710k 40.49
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.3 $12M 176k 68.19
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.8 $10M 296k 34.59
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.4 $8.6M 296k 29.20
Schwab Strategic Tr Us Tips Etf (SCHP) 5.8 $6.8M 262k 25.83
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.3 $3.9M 153k 25.37
Ishares Tr Core S&p500 Etf (IVV) 2.9 $3.4M 5.8k 588.71
Dimensional Etf Trust Us High Profitab (DUHP) 2.3 $2.7M 81k 33.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.0 $2.4M 77k 30.78
Dimensional Etf Trust Intl Core Equity (DFIC) 1.9 $2.2M 85k 25.84
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.8 $2.1M 42k 49.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $1.8M 4.0k 453.33
Ishares Tr Core Total Usd (IUSB) 1.3 $1.5M 33k 45.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $1.5M 8.3k 178.07
Dimensional Etf Trust Global Core Plus (DFGP) 1.0 $1.2M 22k 52.83
Ishares Tr Mbs Etf (MBB) 0.9 $1.0M 11k 91.68
Apple (AAPL) 0.9 $1.0M 4.0k 250.40
Ishares Tr TRS FLT RT BD (TFLO) 0.8 $955k 19k 50.47
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $953k 9.8k 96.83
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $905k 19k 46.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $861k 31k 27.87
Ishares Tr Core Msci Eafe (IEFA) 0.7 $822k 12k 70.28
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $820k 20k 41.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $809k 6.3k 128.83
Dimensional Etf Trust Intl High Profit (DIHP) 0.7 $806k 32k 25.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $775k 7.6k 101.53
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $771k 29k 26.57
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $729k 28k 26.19
Ishares Tr Investment Grade (IGEB) 0.6 $720k 16k 44.36
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $700k 14k 51.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $652k 7.9k 81.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $651k 8.4k 77.27
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $648k 13k 50.88
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $629k 12k 52.60
Tesla Motors (TSLA) 0.5 $596k 1.5k 403.80
Ishares Tr Eafe Value Etf (EFV) 0.5 $548k 10k 52.47
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $538k 5.0k 106.84
Ishares Tr Faln Angls Usd (FALN) 0.4 $496k 19k 26.71
Select Sector Spdr Tr Technology (XLK) 0.4 $463k 2.0k 232.52
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $458k 18k 24.86
Wal-Mart Stores (WMT) 0.4 $445k 4.9k 90.35
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.4 $438k 18k 24.74
Select Sector Spdr Tr Financial (XLF) 0.4 $420k 8.7k 48.33
Microsoft Corporation (MSFT) 0.4 $418k 992.00 421.38
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $401k 9.9k 40.49
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $398k 9.3k 42.61
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $396k 15k 26.21
Ishares Tr Core Div Grwth (DGRO) 0.3 $380k 6.2k 61.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $360k 7.0k 51.70
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $345k 1.8k 190.88
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $336k 15k 22.98
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $326k 6.3k 52.02
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $308k 1.4k 224.37
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $300k 5.2k 57.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $298k 2.2k 137.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $288k 534.00 538.81
Ishares Msci Emrg Chn (EMXC) 0.2 $279k 5.0k 55.45
Ishares Tr Global Tech Etf (IXN) 0.2 $269k 3.2k 84.74
Ishares Tr U.s. Tech Etf (IYW) 0.2 $266k 1.7k 159.52
3M Company (MMM) 0.2 $262k 2.0k 129.09
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $260k 10k 25.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $253k 3.9k 65.07
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.2 $248k 5.0k 49.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $247k 852.00 289.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $242k 1.9k 128.63
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $242k 1.2k 206.92
Ishares Tr National Mun Etf (MUB) 0.2 $234k 2.2k 106.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $210k 2.4k 87.32
Ishares Tr Core Intl Aggr (IAGG) 0.2 $200k 4.0k 49.91
Indivior Ord (INDV) 0.1 $131k 11k 12.43
Microvast Holdings (MVST) 0.1 $75k 36k 2.07
Lucid Group 0.0 $36k 12k 3.02