SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $276,515,416 |
| Positions | 33 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $79,533,471 | 2,158,889 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $61,446,252 | 166,053 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $44,505,889 | 636,708 |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $35,856,216 | 906,834 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $16,782,802 | 218,749 |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $9,817,450 | 193,333 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $5,382,535 | 15,651 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $4,414,167 | 80,243 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,180,617 | 4,631 |
| CHEVRON CORPORATION | CVX | COM | $2,350,837 | 14,182 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.