SEC Form 13F

Prism Planning Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$94,482,080
Positions35

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$28,632,708174,303
ISHARES TRIDEVCORE MSCI INTL$11,369,071127,728
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$9,967,693169,001
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$6,025,722148,271
EA SERIES TRUSTBSVOBRID OMN SMA ETF$5,929,624203,141
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$5,539,39753,754
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$5,086,721106,528
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$3,928,21078,204
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$2,831,26952,411
APPLE INCAAPLCOM$1,685,6925,826

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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