SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-04-23 |
| Reported value | $116,304,851 |
| Positions | 77 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $23,599,954 | 447,138 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $10,959,253 | 232,779 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $8,710,209 | 58,813 |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $8,061,807 | 142,234 |
| J P MORGAN EXCHANGE TRADED F | JPUS | JPMORGAN DIVER | $5,098,633 | 39,157 |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $5,011,476 | 140,064 |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $3,179,551 | 63,162 |
| ISHARES TR | SUSA | ESG OPTIMIZED | $3,058,379 | 23,152 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $2,600,225 | 65,929 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $2,425,864 | 118,781 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.