SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $146,038,815 |
| Positions | 596 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $30,359,208 | 395,818 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $26,189,544 | 70,775 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $9,699,305 | 118,371 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $8,557,119 | 155,556 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $7,464,971 | 106,795 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $6,486,935 | 78,782 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $6,231,101 | 128,662 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $5,663,065 | 216,478 |
| AMAZON COM INC | AMZN | COM | $4,536,851 | 19,035 |
| MICROSOFT CORP | MSFT | COM | $3,135,971 | 8,407 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.