SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $403,108,275 |
| Positions | 68 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $74,017,262 | 339,638 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $73,486,134 | 896,829 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $59,203,342 | 830,924 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $49,330,386 | 1,084,423 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $41,777,331 | 112,899 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $20,269,141 | 102,577 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $16,342,929 | 233,804 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $12,158,199 | 145,173 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $5,117,264 | 161,377 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $4,325,364 | 85,515 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.