SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $799,765,926 |
| Positions | 211 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $41,514,979 | 803,153 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $30,949,122 | 61,850 |
| APPLE INC | AAPL | COM | $20,995,174 | 72,557 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $20,511,141 | 556,763 |
| ALPHABET INC | GOOG | CAP STK CL C | $19,912,537 | 56,357 |
| BANK OF AMER CORP | BAC | COM | $19,656,087 | 344,965 |
| SCHWAB CHARLES CORP | SCHW | COM | $18,778,855 | 203,521 |
| ALPHABET INC | GOOGL | CAP STK CL A | $18,237,103 | 51,031 |
| JPMORGAN CHASE & CO | JPM | COM | $16,046,088 | 49,021 |
| CISCO SYS INC | CSCO | COM | $15,788,713 | 134,418 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.