SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $363,607,742 |
| Positions | 86 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $45,222,509 | 585,536 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $39,447,139 | 457,942 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $31,178,313 | 788,526 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $25,919,495 | 314,786 |
| MORGAN STANLEY ETF TRUST | EVSD | EATO VA DURA ETF | $17,236,522 | 338,935 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,925,723 | 167,379 |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $11,732,648 | 413,267 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $11,589,277 | 285,169 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $11,179,159 | 81,285 |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $10,085,499 | 347,656 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.