SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $332,327,816 |
| Positions | 91 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $87,901,555 | 1,981,550 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $52,461,469 | 1,424,036 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $38,335,860 | 649,981 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $29,404,318 | 505,229 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $26,892,927 | 384,734 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $25,144,375 | 602,549 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $6,589,400 | 130,277 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $6,174,028 | 156,146 |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $6,115,460 | 179,208 |
| VANGUARD MUN BD FDS | VSDM | SHORT TAX EXEMPT | $4,727,228 | 61,689 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.