SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $225,792,263 |
| Positions | 45 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $46,147,559 | 838,894 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $45,596,087 | 556,457 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $30,130,347 | 365,926 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $29,994,090 | 429,100 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $22,322,523 | 413,227 |
| ALTRIA GROUP INC | MO | COM | $2,694,168 | 37,445 |
| FORD MTR CO | F | COM | $2,661,155 | 191,450 |
| PRUDENTIAL FINL INC | PRU | COM | $2,528,800 | 23,430 |
| TRUIST FINL CORP | TFC | COM | $2,516,409 | 50,510 |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,267,519 | 53,555 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.