SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $246,891,247 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $66,642,442 | 1,233,662 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $45,589,821 | 553,678 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $41,025,578 | 745,784 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $35,155,783 | 429,043 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $8,088,930 | 65,144 |
| APPLE INC | AAPL | COM | $8,045,731 | 27,805 |
| AMAZON COM INC | AMZN | COM | $4,664,075 | 19,569 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $4,589,200 | 18,930 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $3,744,250 | 5 |
| MICROSOFT CORP | MSFT | COM | $2,576,090 | 6,906 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.