SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $2,766,370,786 |
| Positions | 382 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $188,484,067 | 4,248,964 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $172,151,378 | 1,047,978 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $92,921,105 | 971,774 |
| COLUMBIA ETF TR I | RECS | RESH ENHNC COR | $92,612,235 | 2,139,839 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $87,355,701 | 2,069,549 |
| ALPS ETF TR | SMTH | SMITH CORE PLUS | $84,409,446 | 3,279,310 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $74,726,756 | 1,098,761 |
| SPDR SERIES TRUST | SPAB | ST STR AGGRE ETF | $60,479,839 | 2,369,899 |
| ISHARES TR | IGEB | INVT GRAD SY ETF | $55,235,589 | 1,224,464 |
| DIMENSIONAL ETF TRUST | DCOR | US COR EQU 1 ETF | $54,456,404 | 664,264 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.