SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $153,080,628 |
| Positions | 450 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $13,365,699 | 362,804 |
| LAZARD ACTIVE ETF TR | IDEQ | INTL DYNAMIC EQT | $10,811,204 | 308,275 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $5,699,877 | 121,429 |
| VANGUARD SCOTTSDALE FDS | VGLT | LONG TERM TREAS | $5,556,736 | 100,702 |
| APPLE INC | AAPL | COM | $5,448,070 | 18,828 |
| NVIDIA CORPORATION | NVDA | COM | $5,253,963 | 26,258 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $4,493,100 | 6 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $4,260,223 | 49,833 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $4,136,892 | 53,564 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $3,294,049 | 34,160 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.