SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-13 |
| Reported value | $1,214,266,260 |
| Positions | 180 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $125,331,899 | 2,153,099 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $118,677,715 | 1,503,962 |
| SPDR SERIES TRUST | SPAB | PORTFOLIO AGRGTE | $101,715,393 | 3,934,831 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $59,378,918 | 819,697 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $48,289,105 | 1,080,534 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $47,996,826 | 1,320,407 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $45,055,524 | 421,947 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $41,739,067 | 1,548,759 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $38,225,143 | 489,501 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $34,046,448 | 679,977 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.