SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-11 |
| Reported value | $272,669,071 |
| Positions | 1,148 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $42,652,161 | 251,932 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $34,222,096 | 83,379 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $23,557,571 | 43,721 |
| PROCTER AND GAMBLE CO | PG | COM | $14,155,356 | 84,434 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $7,213,015 | 44,588 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $6,181,650 | 243,660 |
| APPLE INC | AAPL | COM | $5,379,347 | 21,481 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $5,151,985 | 226,960 |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $5,080,984 | 146,892 |
| PAYLOCITY HLDG CORP | PCTY | COM | $5,067,735 | 25,406 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.