The Analysis of Two West Capital Advisors LLC's Holdings
Currently, Two West Capital Advisors LLC holds 96 types of securities in its portfolio with a total value $172.0M. In the most recent quarter, they have increased their positions in BNDW (+14.5K shares, valued at $997.2K), BDYN (+35.8K shares, valued at $917.7K), IVE (+3.8K shares, valued at $798.3K); decreased their positions in QUAL (-5.0K shares, valued at $993.2K), DFAU (-5.6K shares, valued at $264.3K), DGRO (-3.6K shares, valued at $250.1K); initiated new positions in QLTA (+7.0K shares, valued at $335.7K), SMH (+798 shares, valued at $287.4K), CLOA (+5.2K shares, valued at $270.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST787.5K shares-0.71%2025-12-312026-01-13
BNDW VANGUARD SCOTTSDALE FDS250.2K shares6.15%2025-12-312026-01-13 DFAC DIMENSIONAL ETF TRUST332.1K shares1.79%2025-12-312026-01-13 DFAI DIMENSIONAL ETF TRUST275.2K shares-0.12%2025-12-312026-01-13 SCHP SCHWAB STRATEGIC TR339.4K shares4.72%2025-12-312026-01-13 DFAE DIMENSIONAL ETF TRUST156.0K shares-0.68%2025-12-312026-01-13 IVV ISHARES TR6.1K shares3.56%2025-12-312026-01-13 DUHP DIMENSIONAL ETF TRUST90.2K shares2.72%2025-12-312026-01-13 DFIC DIMENSIONAL ETF TRUST99.5K shares-0.99%2025-12-312026-01-13 IUSB ISHARES TR67.3K shares1.44%2025-12-312026-01-13 DFSV DIMENSIONAL ETF TRUST91.9K shares4.70%2025-12-312026-01-13 IVE ISHARES TR10.8K shares53.42%2025-12-312026-01-13 DYNF BLACKROCK ETF TRUST37.6K shares10.17%2025-12-312026-01-13 VUSB VANGUARD BD INDEX FDS44.2K shares9.12%2025-12-312026-01-13 IVW ISHARES TR16.0K shares5.83%2025-12-312026-01-13 DFGP DIMENSIONAL ETF TRUST35.9K shares16.03%2025-12-312026-01-13 IEMG ISHARES INC25.0K shares38.20%2025-12-312026-01-13 SCHG SCHWAB STRATEGIC TR51.0K shares8.48%2025-12-312026-01-13 BDYN BLACKROCK ETF TRUST64.8K shares123.66%2025-12-312026-01-13 DGCB DIMENSIONAL ETF TRUST28.3K shares16.79%2025-12-312026-01-13 IGEB ISHARES TR33.1K shares12.41%2025-12-312026-01-13 EFV ISHARES TR20.4K shares-11.08%2025-12-312026-01-13 OEF ISHARES TR4.2K shares21.39%2025-12-312026-01-13 TLH ISHARES TR11.9K shares20.40%2025-12-312026-01-13 QUAL ISHARES TR6.0K shares-45.38%2025-12-312026-01-13 MBB ISHARES TR12.1K shares-13.81%2025-12-312026-01-13 DISV DIMENSIONAL ETF TRUST30.2K shares-1.72%2025-12-312026-01-13 BDVL BLACKROCK ETF TRUST45.8K shares143.89%2025-12-312026-01-13 DIHP DIMENSIONAL ETF TRUST35.1K shares-0.86%2025-12-312026-01-13 DFEM DIMENSIONAL ETF TRUST33.5K shares1.98%2025-12-312026-01-13 MUB ISHARES TR10.3K shares3.21%2025-12-312026-01-13 ESGU ISHARES TR7.3K shares-4.10%2025-12-312026-01-13 BINC BLACKROCK ETF TRUST II20.3K shares51.58%2025-12-312026-01-13 TFLO ISHARES TR20.6K shares8.27%2025-12-312026-01-13 IEFA ISHARES TR9.2K shares-16.55%2025-12-312026-01-13 XLK SELECT SECTOR SPDR TR5.7K shares180.97%2025-12-312026-01-13 AAPL APPLE INC3.0K shares0.17%2025-12-312026-01-13 IAGG ISHARES TR15.9K shares10.49%2025-12-312026-01-13 MTUM ISHARES TR3.1K shares49.61%2025-12-312026-01-13 CMF ISHARES TR13.1K shares0.00%2025-12-312026-01-13 THRO BLACKROCK ETF TRUST19.2K shares8.05%2025-12-312026-01-13 DFCF DIMENSIONAL ETF TRUST17.1K shares0.23%2025-12-312026-01-13 BAI BLACKROCK ETF TRUST21.0K shares29.83%2025-12-312026-01-13 DFSD DIMENSIONAL ETF TRUST14.3K shares7.60%2025-12-312026-01-13 NVDA NVIDIA CORPORATION3.6K shares24.35%2025-12-312026-01-13 TSLA TESLA INC1.5K shares1.53%2025-12-312026-01-13 XLF SELECT SECTOR SPDR TR11.8K shares13.40%2025-12-312026-01-13 IEF ISHARES TR6.6K shares11.86%2025-12-312026-01-13 DEHP DIMENSIONAL ETF TRUST19.5K shares0.75%2025-12-312026-01-13 DFEV DIMENSIONAL ETF TRUST16.8K shares1.24%2025-12-312026-01-13 DFAX DIMENSIONAL ETF TRUST16.9K shares0.00%2025-12-312026-01-13 MSFT MICROSOFT CORP1.1K shares-1.68%2025-12-312026-01-13 WMT WALMART INC4.8K shares0.50%2025-12-312026-01-13 EFG ISHARES TR4.6K shares-28.24%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS6.6K shares5.81%2025-12-312026-01-13 IEUR ISHARES TR7.0K shares34.87%2025-12-312026-01-13 AMZN AMAZON COM INC2.1K shares36.46%2025-12-312026-01-13 LQDH ISHARES U S ETF TR5.1K shares8.81%2025-12-312026-01-13 IGSB ISHARES TR8.0K shares11.54%2025-12-312026-01-13 FLOT ISHARES TR8.3K shares-34.95%2025-12-312026-01-13 XLV SELECT SECTOR SPDR TR2.6K shares29.93%2025-12-312026-01-13 SHY ISHARES TR4.8K shares13.58%2025-12-312026-01-13 INDV INDIVIOR PLC10.5K shares0.00%2025-12-312026-01-13 LCTU BLACKROCK ETF TRUST5.1K shares-2.12%2025-12-312026-01-13 SPYM SPDR SERIES TRUST4.5K shares43.63%2025-12-312026-01-13 LQD ISHARES TR3.2K shares-36.78%2025-12-312026-01-13 DFGR DIMENSIONAL ETF TRUST13.2K shares4.07%2025-12-312026-01-13 QLTA ISHARES TR7.0K sharesnew addition2025-12-312026-01-13 ALPHABET INC ALPHABET INC1.1K shares2.62%2025-12-312026-01-13 SUB ISHARES TR3.1K shares3.04%2025-12-312026-01-13 XLI SELECT SECTOR SPDR TR2.1K shares26.29%2025-12-312026-01-13 SHYG ISHARES TR7.4K shares-27.52%2025-12-312026-01-13 DFAS DIMENSIONAL ETF TRUST4.6K shares-2.95%2025-12-312026-01-13 MMM 3M CO1.9K shares0.26%2025-12-312026-01-13 ITA ISHARES TR1.4K shares48.58%2025-12-312026-01-13 MUNY VANGUARD NY TAX FREE FDS2.9K shares0.80%2025-12-312026-01-13 USHY ISHARES TR7.9K shares32.61%2025-12-312026-01-13 SUSC ISHARES TR12.6K shares4.26%2025-12-312026-01-13 SMH VANECK ETF TRUST798 sharesnew addition2025-12-312026-01-13 EMB ISHARES TR3.0K shares-9.29%2025-12-312026-01-13 CLOA BLACKROCK ETF TRUST II5.2K sharesnew addition2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS4.3K shares19.54%2025-12-312026-01-13 DGRO ISHARES TR3.8K shares-48.55%2025-12-312026-01-13 DSI ISHARES TR2.0K shares-2.19%2025-12-312026-01-13 HYDB ISHARES TR5.3K shares8.19%2025-12-312026-01-13 AGG ISHARES TR2.5K sharesnew addition2025-12-312026-01-13 ITOT ISHARES TR1.7K shares-5.47%2025-12-312026-01-13 IXN ISHARES TR2.4K shares-8.23%2025-12-312026-01-13 XLY SELECT SECTOR SPDR TR2.1K shares111.52%2025-12-312026-01-13 VTI VANGUARD INDEX FDS739 shares-13.47%2025-12-312026-01-13 DFIP DIMENSIONAL ETF TRUST5.8K shares0.00%2025-12-312026-01-13 SCHQ SCHWAB STRATEGIC TR7.2K shares16.70%2025-12-312026-01-13 MVST MICROVAST HOLDINGS INC36.3K shares0.00%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available