SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $402,291,078 |
| Positions | 116 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $44,288,508 | 119,686 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $27,994,347 | 670,845 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $26,297,342 | 623,012 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $25,516,825 | 365,048 |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $25,347,523 | 499,163 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,304,402 | 284,974 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $19,457,421 | 483,895 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $18,687,098 | 391,353 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $15,139,998 | 382,903 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $15,139,882 | 275,221 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.