SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $431,784,080 |
| Positions | 179 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | ETF | $39,219,542 | 52,370 |
| APPLE INC COM | AAPL | Stock | $20,565,699 | 71,073 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | ETF | $15,593,790 | 309,462 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | ETF | $14,230,880 | 180,069 |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | ETF | $12,789,005 | 234,833 |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | ETF | $12,280,536 | 257,184 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | ETF | $11,761,052 | 424,587 |
| SCHWAB U.S. MID-CAP ETF | SCHM | ETF | $11,078,587 | 300,477 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | ETF | $9,410,072 | 134,622 |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $9,359,310 | 26,189 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.