SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $158,988,587 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $20,777,409 | 251,390 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $12,903,467 | 17,279 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $11,058,952 | 261,998 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,809,341 | 21,602 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,225,415 | 223,646 |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $8,865,761 | 178,099 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $8,524,157 | 107,860 |
| AMERICAN ELEC PWR CO INC | AEP | COM | $6,797,717 | 49,687 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $6,694,853 | 192,326 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $6,009,490 | 125,853 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.