SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $837,381,268 |
| Positions | 2,334 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $103,020,545 | 137,564 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $94,022,695 | 1,069,899 |
| ISHARES TR | ACWX | MSCI ACWI EX US | $44,031,039 | 578,518 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $31,873,049 | 772,680 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $31,736,172 | 230,758 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $30,931,658 | 454,810 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $27,113,168 | 119,410 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $25,765,242 | 640,767 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $20,998,505 | 127,829 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $19,613,167 | 379,438 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.