SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $4,791,191,326 |
| Positions | 160 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $578,111,460 | 7,420,247 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $568,870,314 | 13,477,146 |
| ISHARES TR | IVV | CORE S&P500 ETF | $502,510,701 | 671,007 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $424,660,548 | 1,147,607 |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $334,854,246 | 1,093,223 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $331,107,556 | 2,653,956 |
| VANGUARD TAX-MANAGED INTL FD | VEA | VAN FTSE DEV MKT | $227,207,463 | 3,188,877 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $210,621,288 | 2,445,104 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $201,741,428 | 4,964,110 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $155,238,445 | 3,211,719 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.