SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $263,335,376 |
| Positions | 148 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $29,908,220 | 365,001 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $12,551,749 | 228,172 |
| APPLE INC | AAPL | COM | $12,286,349 | 42,460 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $9,691,916 | 218,483 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $9,664,971 | 204,766 |
| PHILIP MORRIS INTL INC | PM | COM | $7,717,864 | 42,661 |
| ALTRIA GROUP INC | MO | COM | $5,835,344 | 81,103 |
| ABBVIE INC | ABBV | COM | $5,811,492 | 23,094 |
| QUALCOMM INC | QCOM | COM | $5,543,863 | 30,001 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $5,265,524 | 63,949 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.