SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $437,278,332 |
| Positions | 683 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD GROWTH INDEX | VUG | UIE | $60,979,972 | 708,044 |
| VANGUARD VALUE INDEX | VTV | UIE | $22,731,082 | 104,302 |
| DIMENSIONAL WORLD EQUITY | DFAW | UIE | $20,982,690 | 253,320 |
| DIMENSIONAL U.S. EQUITY | DFUS | UIE | $19,649,156 | 239,793 |
| DIMENSIONAL WORLD EX | DFAX | UIE | $19,121,251 | 519,033 |
| ISHARES CORE 30/70 | AOK | UIE | $14,420,655 | 347,664 |
| APPLE INC | AAPL | COM | $13,614,898 | 47,049 |
| SPDR GOLD SHARES | GLD | UIE | $10,996,145 | 29,850 |
| DIMENSIONAL U.S. | DFAT | UIE | $9,899,281 | 141,622 |
| DIMENSIONAL U.S. CORE | DFAC | UIE | $8,596,055 | 193,781 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.