SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $188,056,638 |
| Positions | 104 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $24,028,924 | 32,086 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,987,045 | 248,365 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $7,551,930 | 188,187 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,497,056 | 20,260 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,164,582 | 100,556 |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $6,220,758 | 53,128 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,767,903 | 69,627 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,914,829 | 63,738 |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $4,711,847 | 31,895 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,978,584 | 5,793 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.