SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $448,029,000 |
| Positions | 82 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $87,589,000 | 1,977,629 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $44,615,000 | 120,821 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $44,056,000 | 1,184,642 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $26,682,000 | 379,221 |
| DIMENSIONAL ETF TRUST | DFSD | SHORT DURATION F | $16,524,000 | 346,273 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $13,790,000 | 327,344 |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $12,788,000 | 127,371 |
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $12,679,000 | 144,457 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $12,382,000 | 51,012 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $11,778,000 | 296,679 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.