SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-07 |
| Reported value | $210,831,737 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $28,874,740 | 675,275 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $21,033,820 | 41,838 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $18,447,996 | 507,510 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROFITAB | $18,006,865 | 476,750 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $13,210,326 | 157,060 |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $12,013,391 | 126,165 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $10,327,748 | 215,251 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $9,872,546 | 16,122 |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $8,573,630 | 77,674 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,791,613 | 41,780 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.