SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $129,518,344 |
| Positions | 19 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $30,956,681 | 699,586 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $28,046,643 | 764,422 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $24,436,015 | 511,749 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $14,081,630 | 333,767 |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $10,870,567 | 214,072 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $6,093,670 | 111,097 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $2,836,022 | 68,190 |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $1,786,062 | 38,058 |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,665,609 | 5,753 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $1,642,465 | 51,215 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.