SEC Form 13F
| Report period | 2024-09-30 |
|---|---|
| Publicly available | 2024-11-13 |
| Reported value | $146,899,234 |
| Positions | 40 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $20,792,422 | 738,892 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $15,970,133 | 60,532 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $12,268,705 | 189,157 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $12,033,995 | 22,806 |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $11,648,235 | 339,698 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $10,848,787 | 385,392 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $9,195,275 | 88,263 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $8,646,359 | 207,396 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $6,557,576 | 227,220 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP VAL | $6,061,986 | 196,818 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.