SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-06 |
| Reported value | $500,925,939 |
| Positions | 213 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $74,655,637 | 1,171,069 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $42,403,655 | 1,452,180 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $39,232,489 | 851,584 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $31,407,287 | 468,556 |
| VICTORY PORTFOLIOS II | UITB | CORE INTERMEDIAT | $28,910,833 | 629,043 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $23,020,332 | 135,974 |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $20,982,863 | 78,670 |
| APPLE INC | AAPL | COM | $16,189,023 | 64,647 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $16,127,777 | 67,121 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,059,541 | 26,094 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.