SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $286,051,174 |
| Positions | 53 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $73,209,211 | 893,449 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $45,168,690 | 122,064 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $24,393,102 | 342,359 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $20,070,076 | 259,865 |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $15,609,387 | 155,055 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $12,803,544 | 132,569 |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $9,760,666 | 211,958 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $9,525,929 | 60,279 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,309,899 | 293,595 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $8,667,122 | 113,444 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.