SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $614,620,540 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $136,050,341 | 3,066,960 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $115,761,759 | 168,550 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $43,812,393 | 614,911 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $39,667,861 | 492,340 |
| ISHARES TR | LRGF | U S EQUITY FACTR | $39,399,315 | 520,948 |
| ISHARES TR | IDEV | CORE MSCI INTL | $32,690,725 | 367,270 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $31,142,047 | 445,523 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $26,548,891 | 720,654 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $17,592,924 | 182,159 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $16,672,333 | 410,244 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.