Two West Capital Advisors LLC
101 holdingsFiling period: 2026-06-30Current AUM: $200.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 790.4K | $40.6M | $41.1M | 20.52% | -1,467 | 2026-06-30 |
| 2 | BNDW | VANGUARD SCOTTSDALE FDS | 267.6K | $18.1M | $17.5M | 8.77% | +12.7K | 2026-06-30 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 339.0K | $14.9M | $15.1M | 7.53% | -3,266 | 2026-06-30 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 275.6K | $11.3M | $11.6M | 5.80% | +77 | 2026-06-30 |
| 5 | SCHP | SCHWAB STRATEGIC TR | 383.2K | $10.0M | $9.7M | 4.84% | +30.7K | 2026-06-30 |
| 6 | IVV | ISHARES TR | 12.8K | $9.6M | $9.7M | 4.84% | +5.1K | 2026-06-30 |
| 7 | IUSB | ISHARES TR | 127.8K | $5.8M | $5.7M | 2.83% | +42.8K | 2026-06-30 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 140.0K | $5.2M | $5.1M | 2.53% | -12,652 | 2026-06-30 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | 97.7K | $3.6M | $3.7M | 1.87% | -1,838 | 2026-06-30 |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 92.2K | $3.6M | $3.7M | 1.84% | -456 | 2026-06-30 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | 86.8K | $3.6M | $3.5M | 1.77% | -3,031 | 2026-06-30 |
| 12 | DYNF | BLACKROCK ETF TRUST | 47.3K | $3.2M | $3.2M | 1.60% | +8.2K | 2026-06-30 |
| 13 | IVW | ISHARES TR | 23.1K | $3.1M | $3.1M | 1.55% | +3.4K | 2026-06-30 |
| 14 | IVE | ISHARES TR | 11.5K | $2.6M | $2.7M | 1.35% | -72 | 2026-06-30 |
| 15 | VUSB | VANGUARD BD INDEX FDS | 47.9K | $2.4M | $2.4M | 1.18% | +2.4K | 2026-06-30 |
| 16 | DFGP | DIMENSIONAL ETF TRUST | 42.9K | $2.3M | $2.2M | 1.12% | +3.6K | 2026-06-30 |
| 17 | DGCB | DIMENSIONAL ETF TRUST | 36.0K | $1.9M | $1.9M | 0.93% | +5.3K | 2026-06-30 |
| 18 | MUB | ISHARES TR | 17.5K | $1.9M | $1.8M | 0.89% | +3.0K | 2026-06-30 |
| 19 | BDYN | BLACKROCK ETF TRUST | 67.8K | $1.9M | $1.8M | 0.92% | +1.7K | 2026-06-30 |
| 20 | IEMG | ISHARES INC | 24.0K | $1.8M | $1.8M | 0.89% | -4,510 | 2026-06-30 |
| 21 | EFG | ISHARES TR | 15.1K | $1.8M | $1.7M | 0.86% | +2.4K | 2026-06-30 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.6K | $1.8M | $1.8M | 0.89% | -26 | 2026-06-30 |
| 23 | MBB | ISHARES TR | 18.0K | $1.7M | $1.6M | 0.81% | +3.2K | 2026-06-30 |
| 24 | GOVT | ISHARES TR | 72.5K | $1.6M | $1.6M | 0.79% | +20.4K | 2026-06-30 |
| 25 | SCHG | SCHWAB STRATEGIC TR | 47.4K | $1.6M | $1.7M | 0.84% | +1.1K | 2026-06-30 |
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