SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $180,158,938 |
| Positions | 59 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $27,512,751 | 74,351 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $19,846,322 | 511,635 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,539,757 | 218,102 |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $12,388,543 | 502,374 |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $11,784,800 | 219,887 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $10,671,576 | 262,588 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $8,140,780 | 337,232 |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $7,284,352 | 156,216 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $7,093,234 | 89,754 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $6,750,990 | 168,228 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.