SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $265,382,142 |
| Positions | 26 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $68,277,614 | 1,539,171 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $35,340,486 | 496,007 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $30,986,404 | 403,995 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $21,649,952 | 31,522 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $20,922,443 | 514,824 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $17,953,901 | 370,719 |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $16,924,524 | 483,144 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $11,903,220 | 227,117 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $11,516,835 | 296,902 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $10,893,142 | 132,295 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.