SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $625,271,052 |
| Positions | 127 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $120,216,414 | 2,710,018 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $79,779,304 | 1,934,044 |
| PIMCO ETF TR | CORP | INV GRD CRP BD | $54,433,204 | 561,746 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $53,456,752 | 1,329,439 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $48,153,381 | 1,008,448 |
| MICROSOFT CORP | MSFT | COM | $42,179,226 | 113,075 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $38,110,429 | 1,456,821 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $28,208,065 | 583,595 |
| AMAZON COM INC | AMZN | COM | $10,721,662 | 44,985 |
| NVIDIA CORPORATION | NVDA | COM | $9,130,591 | 45,632 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.