SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $851,518,797 |
| Positions | 136 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $176,403,422 | 3,976,632 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $63,376,968 | 507,991 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $57,135,896 | 554,449 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $56,887,512 | 1,174,634 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $49,865,892 | 1,194,965 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $46,145,772 | 1,238,480 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $43,614,372 | 1,073,188 |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $34,014,188 | 265,570 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $28,618,006 | 370,543 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $21,231,340 | 422,683 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.