SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $800,422,162 |
| Positions | 266 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | ETF | $32,469,951 | 719,165 |
| DIMENSIONAL ETF TRUST | DFAC | ETF | $31,364,444 | 806,981 |
| ISHARES TR | IVW | ETF | $30,116,009 | 266,207 |
| BLACKROCK ETF TRUST | DYNF | ETF | $28,888,420 | 496,452 |
| ISHARES CORE S&P 500 | IVV | CORE S&P500 ETF | $28,817,289 | 44,109 |
| DIMENSIONAL CORE FIXED | DFCF | CORE FIXED INCOM | $28,775,232 | 681,228 |
| APPLE INC | AAPL | COM | $28,372,827 | 111,781 |
| ISHARES TR | IVE | ETF | $27,214,870 | 128,765 |
| ISHARES TR | QUAL | ETF | $26,854,089 | 139,989 |
| DIMENSIONAL ETF TRUST | DUHP | ETF | $25,778,685 | 701,173 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.