SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $195,130,223 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $50,424,597 | 1,136,713 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $31,121,108 | 402,952 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $27,571,800 | 748,420 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $20,634,750 | 488,859 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $17,760,604 | 641,177 |
| DIMENSIONAL ETF TRUST | DFSB | GLOBAL SUSTAINA | $9,872,611 | 189,457 |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $9,061,078 | 194,319 |
| APPLE INC | AAPL | COM | $3,453,284 | 11,934 |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $3,381,350 | 74,975 |
| NVIDIA CORPORATION | NVDA | COM | $2,078,535 | 10,388 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.