SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $150,457,132 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $39,048,140 | 558,629 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $38,970,684 | 708,429 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $38,192,459 | 463,838 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $9,888,231 | 120,676 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $7,809,429 | 144,566 |
| NVIDIA CORPORATION | NVDA | COM | $3,480,040 | 17,392 |
| APPLE INC | AAPL | COM | $2,239,923 | 7,741 |
| TESLA INC | TSLA | COM | $1,251,285 | 2,975 |
| COCA COLA CO | KO | COM | $1,183,677 | 14,565 |
| AMAZON COM INC | AMZN | COM | $871,873 | 3,658 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.