SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $1,071,654,037 |
| Positions | 203 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | AGG | CORE US AGGBD ET | $109,082,655 | 1,102,068 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $97,872,029 | 1,013,378 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $58,348,951 | 1,382,349 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $46,066,514 | 310,610 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $40,938,389 | 530,909 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $36,558,994 | 73,061 |
| APPLE INC | AAPL | COM | $30,837,388 | 106,571 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $28,625,712 | 181,141 |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $27,632,586 | 181,578 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $27,151,366 | 114,747 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.