SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $182,262,114 |
| Positions | 107 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,368,733 | 397,708 |
| VANGUARD MALVERN FDS | VPLS | CORE-PLUS BD ETF | $10,970,953 | 141,422 |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $10,015,970 | 63,816 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,005,798 | 19,996 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $9,234,295 | 122,017 |
| EBAY INC. | EBAY | COM | $5,323,738 | 47,640 |
| DIMENSIONAL ETF TRUST | DFAW | WORLD EQUITY ETF | $4,899,765 | 59,183 |
| WILLIAMS SONOMA INC | WSM | COM | $4,860,777 | 20,853 |
| HEWLETT PACKARD ENTERPRISE C | HPE | COM | $4,801,667 | 106,444 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $3,870,939 | 73,369 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.