SEC Form 13F

BWM Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$431,248,927
Positions99

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$47,412,069128,127
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$45,194,814362,254
AMERICAN CENTY ETF TRAVNMAVANTIS ALL INT$33,488,649406,514
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$25,638,874287,431
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$23,442,875568,312
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$17,937,273743,052
EA SERIES TRUSTQVALUS QUAN VALUE$16,678,666300,787
EA SERIES TRUSTQMOMUS QUAN MOMENTUM$16,140,547205,011
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$15,636,456370,444
APPLE INCAAPLCOM$14,617,02550,515

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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