SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $834,644,529 |
| Positions | 236 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $196,825,420 | 286,579 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $143,347,007 | 4,609,229 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $97,645,456 | 1,165,916 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $79,124,921 | 827,493 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $73,958,801 | 2,007,568 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $72,389,418 | 1,631,862 |
| SNAP ON INC | SNA | COM | $40,664,130 | 101,054 |
| ISHARES TR | IWB | RUS 1000 ETF | $17,278,747 | 42,195 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $16,366,790 | 44,230 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $11,334,869 | 15,179 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.