SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $140,366,830 |
| Positions | 26 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $42,383,624 | 517,252 |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $19,352,350 | 186,152 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $16,485,560 | 235,845 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $15,080,647 | 365,591 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $12,358,485 | 292,786 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $9,117,747 | 226,753 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $7,164,687 | 247,399 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $5,300,585 | 98,123 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,910,920 | 27,048 |
| PEOPLES BANCORP INC | PEBO | COM | $2,188,909 | 56,988 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.