SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $2,005,946,719 |
| Positions | 2,252 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $200,312,064 | 4,515,601 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $137,909,297 | 3,743,466 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $109,276,171 | 1,333,612 |
| ISHARES TR | IWB | RUS 1000 ETF | $80,366,512 | 196,255 |
| ISHARES TR | AGG | CORE US AGGBD ET | $73,430,795 | 741,875 |
| ISHARES TR | IVV | CORE S&P500 ETF | $69,439,119 | 92,723 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $55,843,655 | 724,208 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $51,600,467 | 103,121 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $46,861,870 | 315,972 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $44,042,988 | 1,067,709 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.