SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $148,962,211 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $15,605,050 | 351,782 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $12,880,564 | 316,943 |
| SMARTFINANCIAL INC | SMBK | COM NEW | $10,341,168 | 220,400 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $9,748,557 | 261,636 |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $8,720,141 | 186,288 |
| DOUBLELINE ETF TRUST | DBND | OPPO CORE BD ETF | $8,589,980 | 188,416 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $8,545,907 | 144,895 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $8,252,120 | 141,789 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $4,590,188 | 90,769 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $4,390,873 | 113,196 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.