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CIK: 0002026617
Total reported value
$201.2M
$201.2M
72 檔
33.0%
As reported in its official Q4 2024 Form 13F filing, Two West Capital Advisors LLC's tracked investment portfolio stood at $201.2M with 72 total positions.
In Q4 2024, Two West Capital Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 24.62% | -0.42% | -10.45% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.30% | -0.19% | -24.13% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.77% | -0.19% | +3.13% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 7.41% | -0.24% | -7.69% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.79% | -0.02% | +103.78% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.32% | -0.42% | -5.26% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | +1.82% | +8.34% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.34% | -0.08% | +6.38% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.03% | -0.03% | +12.56% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 1.89% | -0.13% | +9.48% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.78% | -0.02% | -8.92% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.03% | -7.45% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.28% | +0.82% | +4.61% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.54% | +31.48% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.01% | +0.02% | +7.72% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 0.88% | +0.10% | +20.19% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.08% | +8.79% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.82% | -0.36% | +28.38% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | +0.11% | +15.44% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 0.78% | -0.08% | +46.32% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | — | +281.41% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.09% | -15.70% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.70% | -0.07% | -25.03% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | +0.03% | -3.01% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.69% | -0.03% | -3.00% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.21% | +12.56% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.66% | -0.04% | +11.08% | |
| 28 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.62% | -0.07% | +15.23% | |
| 29 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.62% | -0.19% | -0.17% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.60% | +0.26% | +19.74% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.23% | EXIT | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | -0.01% | -2.75% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.56% | -0.19% | EXIT | |
| 34 | DGCB | Dimensional Global Credit | ETF-Other | 0.54% | +0.09% | +51.73% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.15% | +1.03% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.45% | +31.99% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | -0.01% | -12.82% | |
| 38 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.43% | — | +95.89% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | -0.10% | +40.57% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | -0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.05% | +1.67% | |
| 42 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.38% | -0.04% | +6.62% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | -0.02% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.05% | +16.84% | |
| 45 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.34% | -0.04% | +10.17% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.34% | -0.04% | +11.78% | |
| 47 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.34% | -0.04% | +8.84% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | +0.06% | +81.03% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.25% | EXIT | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.04% | +28.38% |
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 72 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, BNDW, DFAC) accounted for 33.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLF
市值: $420.0K
Top Position Liquidated / Trimmed
SHV
前期市值: $946.3K
During Q4 2024, Two West Capital Advisors LLC's top holdings by market value included DFAU (24.6%)、BNDW (10.3%)、DFAC (8.8%). The largest single position, DFAU, represented 24.6% of total portfolio value.
In Q4 2024, Two West Capital Advisors LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 5 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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