SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $624,080,938 |
| Positions | 179 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $136,722,778 | 2,645,051 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $61,420,624 | 642,340 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $61,314,637 | 1,933,604 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $52,027,267 | 1,261,262 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $30,390,978 | 1,160,847 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $17,418,822 | 472,438 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $17,223,550 | 23 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $15,820,346 | 192,134 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $14,962,547 | 516,662 |
| J P MORGAN EXCHANGE TRADED F | JPLD | JPMORGAM LTD DUR | $14,039,476 | 269,007 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.