SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $145,231,629 |
| Positions | 82 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $25,688,808 | 579,098 |
| FISERV INC | FISV | COM | $13,570,917 | 276,675 |
| APPLE INC | AAPL | COM | $10,574,067 | 36,543 |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $8,238,611 | 161,383 |
| DIMENSIONAL ETF TRUST | DXUV | DIMENSIONAL US | $7,859,954 | 118,194 |
| DANAHER CORP DEL | DHR | COM | $7,551,276 | 39,643 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $5,833,294 | 139,787 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $5,690,228 | 152,717 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $4,008,665 | 103,342 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $4,000,809 | 74,062 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.