SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $135,680,379 |
| Positions | 78 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $14,659,405 | 330,465 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,310,099 | 20,836 |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $6,200,488 | 132,972 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,920,581 | 83,096 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,794,327 | 12,956 |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $4,537,827 | 100,617 |
| APPLE INC | AAPL | COM | $4,470,978 | 15,451 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $4,429,958 | 104,950 |
| AMAZON COM INC | AMZN | COM | $3,974,796 | 16,677 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $3,767,776 | 17,289 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.