SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $351,160,521 |
| Positions | 47 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $75,144,369 | 2,593,868 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $54,921,397 | 2,072,506 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $47,875,044 | 506,239 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $34,510,694 | 777,969 |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $21,378,364 | 161,663 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $19,140,060 | 51,724 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $18,536,319 | 497,486 |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $16,528,119 | 200,730 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,437,605 | 118,423 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $6,724,689 | 165,470 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.