SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $148,875,659 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $42,831,290 | 965,539 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $19,431,635 | 527,460 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $19,328,636 | 28,143 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $11,845,901 | 245,079 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $8,522,733 | 168,500 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $7,615,481 | 151,131 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $7,505,993 | 177,825 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $7,344,063 | 175,990 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $4,855,727 | 19,722 |
| APPLE INC | AAPL | COM | $2,727,797 | 9,427 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.