SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-23 |
| Reported value | $134,337,674 |
| Positions | 55 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $26,582,572 | 741,701 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $20,920,821 | 712,319 |
| DIMENSIONAL ETF TRUST | DFSD | SHORT DURATION F | $17,323,408 | 360,829 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $13,093,263 | 195,364 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $8,186,418 | 172,600 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $6,805,212 | 161,032 |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $6,364,653 | 152,228 |
| DANAHER CORPORATION | DHR | COM | $5,993,365 | 30,340 |
| NVIDIA CORPORATION | NVDA | COM | $2,794,077 | 17,685 |
| TRUIST FINL CORP | TFC | COM | $2,333,076 | 54,270 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.