SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $325,995,557 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $89,805,659 | 243,871 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $32,105,993 | 456,440 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $29,442,633 | 770,951 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $25,421,548 | 531,498 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $22,273,942 | 272,231 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $18,325,894 | 313,156 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $17,897,999 | 227,681 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $15,863,241 | 402,620 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $14,604,971 | 331,630 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $11,214,512 | 276,356 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.