SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-03 |
| Reported value | $1,024,233,306 |
| Positions | 217 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Dimensional ETF (trust Intl Core EQT MK) | DFAI | Funds | $184,753,587 | 5,709,320 |
| Berkshire Hathaway | BRK.A | Common Stock | $128,886,940 | 161 |
| Vanguard Index FDS (vanguard Value ETF Formerly Vanguard) | VTV | Funds | $108,966,020 | 654,529 |
| iShares TR MSCI USA (QLT FCT) | QUAL | Funds | $72,762,437 | 429,606 |
| Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) | VUG | Funds | $71,171,897 | 188,141 |
| Dimensional ETF (trust Emgr Cre EQT MNG) | DFAE | Funds | $65,484,179 | 2,519,591 |
| iShares Core US (aggregate Bond Etf) | AGG | Funds | $62,456,679 | 630,748 |
| Dimensional ETF (trust US Large Cap Value Etf) | DFLV | Funds | $51,595,426 | 1,774,258 |
| Vanguard Scottsdale (FDS Inter Term Treas) | VGIT | Funds | $35,748,845 | 596,112 |
| Dimensional ETF (trust US Small Cap Val) | DFSV | Funds | $34,064,361 | 1,283,027 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.