SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-05-02 |
| Reported value | $287,606,000 |
| Positions | 239 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $43,449,000 | 962,980 |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $18,702,000 | 166,585 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $16,935,000 | 320,867 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $16,288,000 | 345,985 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $13,889,000 | 31,799 |
| ISHARES TR | USXF | ESG MSCI USA ETF | $12,573,000 | 227,786 |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $11,600,000 | 242,579 |
| PGIM ROCK ETF TR | PBFR | LADDERED S&P 500 | $10,183,000 | 351,152 |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $9,580,000 | 133,556 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $8,944,000 | 263,308 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.