Two West Capital Advisors

Two West Capital Advisors as of June 30, 2025

Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 91 positions in its portfolio as reported in the June 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) 22.7 $35M 792k 43.74
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.0 $15M 222k 68.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.8 $12M 320k 37.07
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.3 $9.7M 275k 35.18
Schwab Strategic Tr Us Tips Etf (SCHP) 5.7 $8.8M 329k 26.63
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.2 $4.8M 163k 29.77
Ishares Tr Core S&p500 Etf (IVV) 2.2 $3.4M 5.3k 640.02
Ishares Tr Core Total Usd (IUSB) 2.1 $3.3M 71k 45.95
Dimensional Etf Trust Us High Profitab (DUHP) 2.0 $3.1M 85k 36.55
Dimensional Etf Trust Intl Core Equity (DFIC) 2.0 $3.1M 97k 31.70
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.7 $2.6M 84k 30.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $2.5M 14k 186.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.3M 4.8k 484.06
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $2.1M 42k 49.82
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.7M 15k 113.86
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.1 $1.7M 30k 56.12
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.6M 25k 65.30
Dimensional Etf Trust Global Core Plus (DFGP) 0.9 $1.4M 26k 54.40
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.4M 6.7k 200.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.3M 42k 30.21
Ishares Tr Mbs Etf (MBB) 0.8 $1.3M 14k 93.13
Dimensional Etf Trust Global Cr Etf (DGCB) 0.7 $1.1M 21k 54.29
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.1M 9.8k 112.10
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $1.0M 31k 33.94
Dimensional Etf Trust Intl High Profit (DIHP) 0.7 $1.0M 35k 29.76
Ishares Tr Investment Grade (IGEB) 0.7 $1.0M 23k 45.25
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.0M 12k 84.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.0M 7.2k 139.15
Ishares Core Msci Emkt (IEMG) 0.7 $1.0M 16k 61.50
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $991k 33k 30.49
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $942k 19k 50.63
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $849k 8.5k 100.00
Ishares Tr National Mun Etf (MUB) 0.5 $755k 7.3k 103.62
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $727k 13k 55.30
Ishares Tr Core Intl Aggr (IAGG) 0.5 $714k 14k 50.96
Ishares Tr S&p 100 Etf (OEF) 0.4 $667k 2.1k 314.08
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $649k 12k 52.74
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $647k 14k 47.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $643k 13k 51.07
Ishares Tr Core Div Grwth (DGRO) 0.4 $630k 9.6k 65.78
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $618k 17k 36.34
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $609k 15k 41.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $574k 5.3k 108.99
Ishares Tr U.s. Tech Etf (IYW) 0.4 $564k 3.1k 179.98
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.4 $556k 19k 28.64
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $555k 5.9k 94.74
Apple (AAPL) 0.3 $531k 2.5k 213.90
Tesla Motors (TSLA) 0.3 $520k 1.6k 316.03
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $516k 17k 30.09
Select Sector Spdr Tr Financial (XLF) 0.3 $512k 9.6k 53.44
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $509k 17k 30.83
Microsoft Corporation (MSFT) 0.3 $499k 971.00 513.58
NVIDIA Corporation (NVDA) 0.3 $487k 2.8k 173.48
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $485k 2.0k 241.33
Wal-Mart Stores (WMT) 0.3 $459k 4.7k 97.47
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $446k 10k 43.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $443k 5.6k 78.40
Select Sector Spdr Tr Technology (XLK) 0.3 $440k 1.7k 261.93
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.3 $425k 4.6k 93.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $375k 7.1k 52.63
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $367k 5.3k 69.43
Ishares Tr Faln Angls Usd (FALN) 0.2 $360k 13k 27.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $348k 594.00 585.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $345k 4.2k 82.55
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $331k 12k 27.28
Amazon (AMZN) 0.2 $330k 1.4k 231.44
Ishares Tr Core Msci Euro (IEUR) 0.2 $326k 4.9k 67.14
Ishares Gold Tr Ishares New (IAU) 0.2 $303k 4.8k 62.91
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $298k 3.2k 92.71
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $292k 4.4k 65.99
3M Company (MMM) 0.2 $278k 1.8k 151.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $274k 2.0k 136.49
Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $271k 6.5k 41.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $268k 854.00 313.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $265k 12k 22.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $263k 1.9k 139.30
Select Sector Spdr Tr Communication (XLC) 0.2 $257k 2.4k 107.62
Select Sector Spdr Tr Indl (XLI) 0.2 $254k 1.6k 154.95
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $247k 2.0k 120.60
Ishares Tr Global Tech Etf (IXN) 0.2 $246k 2.6k 95.49
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $245k 11k 23.13
Ishares Tr High Yld Systm B (HYDB) 0.2 $231k 4.9k 47.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $226k 3.9k 58.01
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $224k 3.0k 74.94
Ishares Tr Broad Usd High (USHY) 0.1 $221k 5.9k 37.43
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $216k 3.9k 55.90
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $213k 7.0k 30.51
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $211k 4.5k 47.19
Indivior Ord 0.1 $180k 11k 17.14
DNP Select Income Fund (DNP) 0.1 $121k 12k 9.83
Microvast Holdings (MVST) 0.1 $120k 36k 3.31