SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $797,106,891 |
| Positions | 340 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $43,291,760 | 975,919 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $41,114,766 | 111,109 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $33,526,303 | 48,815 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $25,870,167 | 363,090 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $20,414,188 | 547,885 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $18,202,231 | 220,232 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $15,389,001 | 178,651 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $15,021,507 | 310,169 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $14,596,692 | 345,812 |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $12,328,431 | 234,381 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.