SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $495,213,170 |
| Positions | 131 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $70,017,584 | 898,698 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $44,420,777 | 623,449 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $41,120,504 | 111,124 |
| ISHARES TR | IVV | CORE S&P500 ETF | $40,666,443 | 54,302 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $26,208,051 | 644,883 |
| CATERPILLAR INC | CAT | COM | $25,808,917 | 24,236 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $25,147,942 | 626,662 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $22,727,017 | 585,899 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $18,735,981 | 646,737 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $16,878,965 | 49,080 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.