SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-13 |
| Reported value | $196,474,806 |
| Positions | 49 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $70,345,625 | 125,192 |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $20,810,822 | 630,822 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $11,976,624 | 15 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $10,027,921 | 95,897 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,999,744 | 36,384 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP VAL | $7,719,595 | 274,231 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $7,296,775 | 233,646 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $7,245,071 | 124,166 |
| APPLE INC | AAPL | COM | $4,173,814 | 18,790 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $3,861,729 | 6,903 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.