SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $210,964,933 |
| Positions | 62 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $32,589,721 | 630,484 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $31,655,748 | 767,412 |
| INNOVATOR ETFS TRUST | BALT | DEFINED WLT SHLD | $25,404,899 | 741,316 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $16,210,522 | 278,531 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $13,544,404 | 91,325 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $12,403,764 | 143,995 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $11,275,334 | 280,411 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $10,876,113 | 342,987 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $6,626,154 | 87,752 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $6,602,277 | 64,627 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.