SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $147,784,227 |
| Positions | 50 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $20,198,304 | 288,960 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $12,540,217 | 282,692 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $11,934,807 | 145,653 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $10,892,762 | 198,014 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $9,676,337 | 124,199 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $7,497,963 | 91,061 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $6,850,600 | 126,816 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $6,333,598 | 9,222 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,338,620 | 14,427 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $5,153,952 | 21,211 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.