SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $232,468,976 |
| Positions | 87 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $53,959,164 | 1,216,392 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $27,290,032 | 390,415 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $16,488,658 | 447,575 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $14,019,814 | 259,530 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $13,852,901 | 251,825 |
| EA SERIES TRUST | BSVO | BRID OMN SMA ETF | $9,588,326 | 328,483 |
| JPMORGAN CHASE & CO | JPM | COM | $9,213,311 | 28,147 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $8,887,233 | 108,460 |
| NVIDIA CORPORATION | NVDA | COM | $5,057,985 | 25,279 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $4,827,667 | 38,696 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.