SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $335,957,097 |
| Positions | 86 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $36,464,570 | 230,745 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $33,555,016 | 714,849 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $28,997,456 | 702,969 |
| ISHARES TR | IWY | RUS TP200 GR ETF | $26,388,806 | 90,802 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $24,547,015 | 298,118 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $16,428,061 | 355,971 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $16,222,726 | 201,349 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $13,705,949 | 340,859 |
| ISHARES TR | IVV | CORE S&P500 ETF | $13,139,899 | 17,546 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $10,675,073 | 111,851 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.