SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $34,051,890,295 |
| Positions | 1,838 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $2,625,776,657 | 35,718,154 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,859,539,393 | 5,369,114 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $1,859,269,331 | 38,533,386 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $1,846,855,372 | 19,140,381 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $1,204,719,255 | 11,690,609 |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $1,105,936,973 | 32,381,844 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $1,010,789,393 | 25,486,113 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $976,121,192 | 25,008,847 |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $906,734,809 | 12,544,726 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $839,124,134 | 15,249,311 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.