SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $336,948,425 |
| Positions | 101 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $36,914,376 | 894,894 |
| ISHARES TR | AOR | CORE 60 BALA ETF | $31,875,360 | 458,638 |
| TRANE TECHNOLOGIES PLC | TT | SHS | $21,825,677 | 44,437 |
| APPLE INC | AAPL | COM | $21,331,625 | 73,720 |
| NVIDIA CORPORATION | NVDA | COM | $14,048,831 | 70,213 |
| WELLS FARGO & CO | WFC | COM | $12,682,724 | 153,470 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,946,153 | 29,581 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $10,393,596 | 353,163 |
| ALPHABET INC | GOOGL | CAP STK CL A | $9,865,913 | 27,607 |
| ISHARES TR | IEUR | CORE MSCI EURO | $8,935,924 | 118,876 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.