Two West Capital Advisors

Two West Capital Advisors as of March 31, 2025

Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 79 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 22.9 $27M 751k 36.53
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.7 $13M 188k 68.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.3 $10M 320k 31.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.0 $9.6M 317k 30.29
Schwab Strategic Tr Us Tips Etf (SCHP) 5.8 $7.0M 267k 26.18
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.4 $4.0M 163k 24.79
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.3M 6.2k 536.98
Dimensional Etf Trust Us High Profitab (DUHP) 2.2 $2.7M 85k 31.30
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $2.6M 96k 27.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.2M 4.1k 524.10
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.8 $2.1M 43k 49.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.8 $2.1M 83k 25.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $1.9M 11k 163.44
Ishares Tr Core Total Usd (IUSB) 1.4 $1.6M 37k 45.12
Dimensional Etf Trust Global Core Plus (DFGP) 1.2 $1.4M 26k 52.44
Dimensional Etf Trust Global Cr Etf (DGCB) 1.0 $1.2M 23k 51.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $957k 39k 24.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $937k 10k 90.39
Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $914k 35k 26.27
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $884k 18k 50.54
Ishares Tr Investment Grade (IGEB) 0.7 $877k 20k 43.65
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $872k 31k 28.26
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.7 $851k 18k 46.68
Dimensional Etf Trust Short Duration F (DFSD) 0.7 $839k 18k 47.09
Ishares Tr Core Msci Eafe (IEFA) 0.7 $827k 11k 73.37
Ishares Tr Mbs Etf (MBB) 0.7 $816k 8.9k 91.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $813k 32k 25.30
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $770k 7.9k 97.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $748k 6.4k 116.12
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $670k 16k 41.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $661k 8.5k 77.74
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $651k 13k 50.35
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $602k 3.4k 178.31
Ishares Tr Eafe Value Etf (EFV) 0.5 $571k 10k 56.60
Select Sector Spdr Tr Financial (XLF) 0.4 $534k 11k 46.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $504k 4.8k 105.22
Ishares Tr Faln Angls Usd (FALN) 0.4 $487k 19k 25.69
Apple (AAPL) 0.4 $466k 2.4k 198.18
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.4 $464k 19k 24.18
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $452k 11k 41.33
Wal-Mart Stores (WMT) 0.4 $434k 4.7k 92.80
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $433k 17k 25.29
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $418k 16k 25.53
Ishares Tr National Mun Etf (MUB) 0.3 $416k 4.1k 102.32
Tesla Motors (TSLA) 0.3 $383k 1.5k 252.29
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $382k 7.0k 54.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $369k 4.5k 82.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $367k 7.1k 51.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $360k 2.6k 136.88
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $339k 6.6k 51.14
Microsoft Corporation (MSFT) 0.3 $325k 836.00 388.59
Select Sector Spdr Tr Technology (XLK) 0.3 $315k 1.6k 198.39
Ishares Tr U.s. Tech Etf (IYW) 0.3 $307k 2.3k 135.67
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $306k 12k 24.69
Ishares Msci Emrg Chn (EMXC) 0.2 $297k 5.5k 53.88
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $292k 2.9k 99.46
Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $287k 7.0k 41.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $271k 1.4k 189.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $263k 535.00 490.62
Ishares Tr S&p 100 Etf (OEF) 0.2 $261k 1.0k 260.23
Ishares Core Msci Emkt (IEMG) 0.2 $259k 5.0k 51.66
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.2 $251k 5.2k 47.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $244k 4.4k 55.20
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $236k 1.2k 196.09
3M Company (MMM) 0.2 $236k 1.7k 135.95
Ishares Tr Core Div Grwth (DGRO) 0.2 $226k 3.9k 58.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $225k 9.9k 22.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $223k 852.00 261.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $218k 1.9k 116.01
Ishares Tr Broad Usd High (USHY) 0.2 $215k 6.0k 35.69
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $213k 4.1k 51.97
Ishares Gold Tr Ishares New (IAU) 0.2 $211k 3.5k 60.96
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $209k 2.3k 90.06
Ishares Tr Global Tech Etf (IXN) 0.2 $209k 2.9k 73.07
Ishares Tr High Yld Systm B (HYDB) 0.2 $208k 4.6k 45.08
Select Sector Spdr Tr Indl (XLI) 0.2 $200k 1.6k 125.66
DNP Select Income Fund (DNP) 0.1 $115k 13k 9.25
Indivior Ord 0.1 $96k 11k 9.11
Microvast Holdings (MVST) 0.1 $63k 36k 1.73