SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $3,762,674,452 |
| Positions | 318 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $523,259,825 | 1,414,063 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $205,522,614 | 2,884,528 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $187,048,368 | 2,547,996 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $168,062,829 | 765,906 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $165,381,471 | 2,804,026 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $158,709,211 | 2,937,971 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $158,301,943 | 4,003,590 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $143,523,479 | 3,569,348 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $131,218,956 | 3,144,475 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $129,767,559 | 595,455 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.