SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $173,093,946 |
| Positions | 64 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $27,835,105 | 703,973 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $24,511,149 | 284,550 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $15,962,154 | 148,320 |
| NEUBERGER BERMAN ETF TRUST | NBSM | SMAL MID CAP ETF | $7,310,345 | 254,627 |
| ISHARES TR | EFV | EAFE VALUE ETF | $7,088,964 | 92,606 |
| ISHARES TR | ACWX | MSCI ACWI EX US | $6,708,318 | 88,140 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $6,615,802 | 53,280 |
| MORGAN STANLEY ETF TRUST | EVTR | EATO VANC BD ETF | $6,312,080 | 124,474 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $6,237,922 | 20,579 |
| DIMENSIONAL ETF TRUST | DXUV | DIMENSIONAL US | $6,123,268 | 92,079 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.