SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,231,422,845 |
| Positions | 146 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $241,020,562 | 10,420,258 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $170,399,182 | 3,841,280 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $87,554,045 | 2,349,813 |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $82,097,814 | 904,261 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $77,645,458 | 982,481 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $70,437,040 | 729,313 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $65,141,445 | 887,365 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $59,890,234 | 681,500 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $40,046,269 | 985,390 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $35,903,723 | 433,410 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.