SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $190,532,427 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $32,096,561 | 620,943 |
| VANGUARD MALVERN FDS | VPLS | CORE-PLUS BD ETF | $22,728,755 | 292,988 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,062,973 | 380,415 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $11,692,313 | 49,414 |
| VANGUARD MUN BD FDS | VSDM | SHORT TAX EXEMPT | $10,896,287 | 142,196 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $9,931,157 | 269,575 |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $9,810,187 | 105,057 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $8,335,575 | 109,104 |
| FB FINL CORP | FBK | COM | $7,375,554 | 133,253 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $6,778,543 | 152,808 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.