SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $565,263,911 |
| Positions | 86 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $125,879,257 | 2,837,675 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $66,633,788 | 1,808,735 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $51,675,288 | 682,813 |
| APPLE INC | AAPL | COM | $47,455,927 | 164,003 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $39,979,568 | 521,246 |
| RBB FUND TRUST | EBI | LONGVIEW ADVANTG | $37,838,967 | 582,580 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $23,733,234 | 304,624 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $20,406,904 | 163,569 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $20,238,367 | 584,586 |
| AMERICAN CENTY ETF TR | AVRE | REAL ESTATE ETF | $16,468,915 | 347,592 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.