SEC Form 13F

STOLZ & ASSOCIATES, PS 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$160,200,222
Positions32

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$31,857,803763,427
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$20,877,698167,343
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$20,737,333380,781
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$15,694,912459,924
ISHARES TRSHVTRUST ISHARE 0-1$12,330,840111,743
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$12,092,474300,733
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$11,586,538140,188
ISHARES TRGOVTUS TREAS BD ETF$11,405,969500,701
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$8,627,07183,717
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$2,380,40253,661

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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