SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-13 |
| Reported value | $204,400,438 |
| Positions | 91 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $23,132,905 | 76,113 |
| DIMENSIONAL ETF TRUST | DFLV | US LARGE CAP VAL | $9,592,935 | 309,250 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $9,487,136 | 223,965 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $9,479,748 | 137,209 |
| VANGUARD WELLINGTON FD | VFMV | US MINIMUM | $9,284,365 | 72,404 |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $7,193,630 | 144,916 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $6,953,110 | 15,860 |
| PIMCO ETF TR | CORP | INV GRD CRP BD | $6,100,957 | 62,696 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $5,034,521 | 173,904 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $4,985,114 | 188,118 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.