SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $124,015,219 |
| Positions | 54 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | S&P 500 ETF SHS | $28,270,473 | 41,162 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | DFAX | WORLD EX US CORE | $21,930,263 | 595,284 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | DIV APP ETF | $15,741,619 | 66,527 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | DFAC | US COR EQU 2 ETF | $12,303,911 | 277,365 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | INTL EQTY ETF | $12,198,000 | 440,361 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | BIV | INTERMED TERM | $7,004,397 | 91,322 |
| VANGUARD MID-CAP VALUE ETF | VOE | MCAP VL IDXVIP | $6,015,142 | 30,441 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | CORE S&P SCP ETF | $5,441,494 | 36,690 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | TAX EXEMPT BD | $3,527,904 | 69,749 |
| VANGUARD CORE BOND ETF | VCRB | CORE BD ETF | $2,247,240 | 29,097 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.