SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $210,165,069 |
| Positions | 124 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $17,096,001 | 34,166 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $12,952,159 | 313,991 |
| DOUBLELINE ETF TRUST | DBND | OPPO CORE BD ETF | $10,739,144 | 235,558 |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,285,464 | 23,183 |
| ISHARES TR | IDEV | CORE MSCI INTL | $8,140,680 | 91,459 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $6,240,210 | 140,672 |
| TCW ETF TRUST | FLXR | FLEXIBLE INCOME | $5,727,315 | 146,067 |
| PIMCO ETF TR | LDUR | ENHNCD LW DUR AC | $5,114,614 | 53,496 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $4,628,573 | 145,966 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $4,361,815 | 57,635 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.