SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $288,972,396 |
| Positions | 51 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $50,617,553 | 1,454,110 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $47,806,892 | 1,412,717 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $27,902,144 | 391,609 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $17,594,776 | 416,839 |
| DIMENSIONAL ETF TRUST | DGCB | GLOBAL CR ETF | $16,920,869 | 309,509 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $16,845,993 | 352,796 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $13,449,797 | 163,345 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $11,462,595 | 285,637 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $10,915,597 | 126,719 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $10,018,267 | 45,970 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.