SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $439,045,818 |
| Positions | 60 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $114,013,913 | 2,570,196 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $88,792,640 | 2,410,224 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $53,606,781 | 107,130 |
| APPLE INC | AAPL | COM | $22,361,037 | 77,278 |
| RBB FUND TRUST | EBI | LONGVIEW ADVANTG | $13,861,064 | 213,409 |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $11,560,127 | 247,912 |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $11,427,494 | 218,332 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $9,078,573 | 196,719 |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $8,117,369 | 179,986 |
| ISHARES TR | IAGG | CORE INTL AGGR | $7,783,899 | 153,832 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.