SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $426,548,317 |
| Positions | 1,522 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $55,805,511 | 681,053 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $23,472,572 | 319,746 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $20,348,623 | 482,080 |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $19,134,826 | 357,028 |
| SCHWAB SHORT-TERM BOND INDEX | Unresolved | SCHWAB MUTL FUNDS | $18,062,169 | 1,889,348 |
| SCHWAB US TREASURY MONEY ULTRA | Unresolved | SCHWAB NON-SWEEP MMF | $16,021,155 | 16,021,155 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $14,583,053 | 353,529 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $12,978,637 | 108,590 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $9,819,539 | 119,256 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $7,562,635 | 188,079 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.