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CIK: 0002026617
Total reported value
$201.2M
$201.2M
66 檔
30.4%
As reported in its official Q2 2024 Form 13F filing, Two West Capital Advisors LLC's tracked investment portfolio stood at $201.2M with 66 total positions.
During Q2 2024, Two West Capital Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 25.24% | -0.42% | — | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.40% | -0.19% | — | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.27% | -0.19% | — | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 7.97% | -0.24% | — | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.51% | -0.02% | — | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.49% | -0.42% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +1.82% | — | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.21% | -0.08% | — | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.19% | -0.02% | — | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 1.88% | -0.13% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.78% | -0.03% | — | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.71% | -0.03% | — | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.13% | -0.07% | — | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.12% | +0.82% | — | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.05% | — | — | |
| 16 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.91% | +0.02% | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | -0.09% | — | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.54% | — | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.89% | +0.11% | — | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 0.85% | -0.03% | — | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.77% | +0.03% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.08% | — | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | +0.10% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | — | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.66% | -0.01% | — | |
| 26 | DISV | Dimensional International Sm | ETF-Other | 0.65% | -0.04% | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.01% | — | |
| 28 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.61% | -0.19% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.60% | -0.01% | — | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.60% | -0.19% | EXIT | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.56% | -0.07% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.21% | — | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.50% | -0.36% | — | |
| 34 | DFSD | Dimensional Short Duration | ETF-Other | 0.47% | -0.08% | — | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.46% | -0.02% | — | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.26% | — | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.44% | +0.18% | — | |
| 38 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.41% | -0.04% | — | |
| 39 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.40% | -0.04% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.05% | — | |
| 41 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.35% | -0.04% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | -0.10% | — | |
| 44 | DGCB | Dimensional Global Credit | ETF-Other | 0.29% | +0.09% | — | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.29% | -0.03% | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | — | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | — | — | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.15% | — | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.27% | — | — |
According to official SEC Form 13F filings, Two West Capital Advisors LLC reported a total U.S. public equity portfolio value of $201.2M across 66 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, BNDW, DFAC) accounted for 30.4% of total reported equity market value during Q2 2024.
During Q2 2024, Two West Capital Advisors LLC's top holdings by market value included DFAU (25.2%)、BNDW (10.4%)、DFAC (8.3%). The largest single position, DFAU, represented 25.2% of total portfolio value.
In Q2 2024, Two West Capital Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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