SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $1,424,552,422 |
| Positions | 173 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $147,814,706 | 3,967,115 |
| ISHARES TR | IVV | CORE S&P500 ETF | $135,385,719 | 180,782 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $131,457,888 | 2,800,552 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $108,457,272 | 2,384,200 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $98,111,769 | 2,481,330 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $80,515,568 | 1,044,165 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $75,747,469 | 785,029 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $67,363,435 | 2,326,085 |
| PACKAGING CORP AMER | PKG | COM | $63,167,790 | 265,099 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $50,480,801 | 340,374 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.