SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $85,420,419 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $14,588,672 | 480,523 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $14,534,981 | 193,761 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,086,068 | 167,050 |
| DIMENSIONAL ETF TRUST | DFVX | US LARG VECT ETF | $7,362,357 | 86,039 |
| NVIDIA CORPORATION | NVDA | COM | $3,590,219 | 16,377 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $3,335,256 | 43,787 |
| APPLE INC | AAPL | COM | $2,544,100 | 8,180 |
| MICROSOFT CORP | MSFT | COM | $2,101,551 | 4,311 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $1,919,871 | 49,089 |
| ALPHABET INC | GOOG | CAP STK CL C | $1,557,202 | 4,324 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.