SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $311,831,035 |
| Positions | 101 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $38,572,808 | 104,758 |
| PHILIP MORRIS INTL INC | PM | COM | $24,245,362 | 127,059 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $19,138,102 | 560,085 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $16,635,088 | 321,265 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $14,933,009 | 61,043 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $14,297,847 | 495,593 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $12,501,329 | 56,837 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $11,895,778 | 288,943 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $8,625,175 | 42,127 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $8,536,465 | 153,561 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.