SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-11 |
| Reported value | $158,850,553 |
| Positions | 348 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $18,961,972 | 721,262 |
| GOLDMAN SACHS ETF TR | GIGB | ACCESS INVT GR | $16,514,363 | 364,958 |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $8,361,984 | 259,367 |
| APPLE INC | AAPL | COM | $7,205,881 | 34,213 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $6,743,781 | 112,247 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,047,575 | 12,408 |
| ORACLE CORP | ORCL | COM | $3,933,587 | 27,858 |
| JPMORGAN CHASE & CO. | JPM | COM | $3,801,150 | 18,793 |
| ALPHABET INC | GOOG | CAP STK CL C | $3,749,070 | 20,440 |
| MICROSOFT CORP | MSFT | COM | $3,622,968 | 8,106 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.