SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $206,519,013 |
| Positions | 148 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $13,856,047 | 169,100 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $12,276,203 | 139,693 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $10,522,610 | 237,209 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,697,204 | 235,084 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $7,488,500 | 10 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $7,396,718 | 175,236 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $6,834,401 | 41,605 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $6,249,659 | 155,425 |
| APPLE INC | AAPL | COM | $6,023,169 | 20,815 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,092,531 | 59,119 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.