SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $183,990,848 |
| Positions | 20 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $58,451,831 | 1,130,815 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $25,897,301 | 316,052 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $24,167,553 | 506,127 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $15,700,038 | 380,607 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $12,504,005 | 296,233 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $11,032,847 | 296,104 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $10,211,420 | 253,952 |
| ISHARES TR | IDV | INTL SEL DIV ETF | $5,254,650 | 126,832 |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,412,692 | 4,557 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $3,307,511 | 13,978 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.