SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $161,362,659 |
| Positions | 33 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $22,640,916 | 276,311 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $15,435,677 | 374,198 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $15,134,749 | 183,808 |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $12,243,269 | 230,266 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,882,125 | 13,196 |
| AMERICAN CENTY ETF TR | AVLC | AVANTIS US LARG | $9,792,015 | 108,849 |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $9,542,108 | 203,848 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $8,395,586 | 108,705 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $7,660,544 | 146,166 |
| AMERICAN CENTY ETF TR | AVMC | AVA MID EQU ETF | $7,135,354 | 88,914 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.