SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $480,634,097 |
| Positions | 125 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $66,812,596 | 194,273 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $57,121,891 | 697,119 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $41,514,902 | 504,189 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $31,791,672 | 853,239 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,092,021 | 436,379 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $26,271,876 | 86,672 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $14,617,291 | 359,677 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $12,865,095 | 149,351 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $12,610,147 | 130,770 |
| VANGUARD WHITEHALL FDS | VWOB | EM MK GOV BD ETF | $12,577,793 | 187,058 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.