Two West Capital Advisors LLC 13F Holdings
CIK 0002026617
As of Sep 30, 2025, Two West Capital Advisors LLC reported 97 positions worth
CIK 0002026617
As of Sep 30, 2025, Two West Capital Advisors LLC reported 97 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 793,114 | $36.8M | 22.24% |
| VANGUARD TOTAL WORLD BOND ETF | BNDW | — | 235,708 | 6.6M | 9.99% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 326,300 | 2.7M | 7.70% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 275,501 | 0.2M | 6.13% |
| SCHWAB US TIPS ETF | SCHP | — | 324,144 | $8.8M | 5.30% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 157,036 | $5.1M | 3.09% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,845 | $4.0M | 2.40% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 87,792 | $3.4M | 2.02% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 100,483 | $3.3M | 2.01% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 66,315 | $3.1M | 1.89% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 87,758 | $2.8M | 1.70% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 11,019 | $2.2M | 1.31% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,402 | $2.2M | 1.31% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 34,158 | $2.0M | 1.24% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 40,474 | $2.0M | 1.22% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 15,100 | .9M | 1.12% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 30,953 | .7M | 1.04% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 22,915 | .6M | 0.95% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 47,002 | .5M | 0.93% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 7,046 | .5M | 0.89% |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | IGEB | — | 29,480 | .4M | 0.83% |
| DIMENSIONAL GLOBAL CREDIT ETF | DGCB | — | 24,266 | .3M | 0.81% |
| ISHARES MBS ETF | MBB | — | 13,994 | .3M | 0.81% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 18,070 | .2M | 0.74% |
| ISHARES S&P 100 ETF | OEF | — | 3,473 | .2M | 0.71% |