SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $201,156,030 |
| Positions | 101 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $40,600,909 | 790,439 |
| VANGUARD SCOTTSDALE FDS | BNDW | TOTAL WLD BD ETF | $18,129,284 | 267,551 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $14,934,903 | 338,967 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $11,311,903 | 275,631 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $10,044,108 | 383,217 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,554,667 | 12,819 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $5,835,848 | 127,755 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $5,230,037 | 139,990 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $3,627,466 | 97,696 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $3,608,765 | 92,154 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.