SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-07 |
| Reported value | $389,076,953 |
| Positions | 95 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $44,028,743 | 58,809 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $36,107,097 | 668,402 |
| DIMENSIONAL INTERN CORE EQT MKT ETF | DFAI | INTL CORE EQT MK | $33,978,694 | 823,726 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY ETF | $24,830,001 | 303,027 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $20,639,586 | 41,247 |
| DIMENSIONAL ETF TRUST | DFLV | US LARGE CAP VAL | $18,624,558 | 471,031 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $15,590,429 | 22,700 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $14,910,273 | 181,082 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $12,577,234 | 33,989 |
| BLUE OWL CAPITAL CORPORATION | OBDC | COM | $12,539,393 | 1,121,592 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.