SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $253,628,000 |
| Positions | 86 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $49,330,000 | 671,986 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $26,361,000 | 544,324 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $21,558,000 | 486,000 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $18,984,000 | 515,318 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $17,788,000 | 228,325 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $12,128,000 | 32,776 |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $10,324,000 | 87,995 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $10,245,000 | 202,568 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $8,009,000 | 83,058 |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $7,394,000 | 73,232 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.