SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $627,182,633 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $113,225,748 | 151,191 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $86,342,231 | 1,718,938 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $77,122,334 | 618,166 |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $58,671,778 | 1,719,319 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $56,116,340 | 1,344,748 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $34,493,337 | 93,215 |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $24,082,706 | 687,488 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $24,045,391 | 48,053 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $23,871,674 | 231,651 |
| ISHARES TR | NYF | NEW YORK MUN ETF | $16,463,565 | 305,418 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.