SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-05-28 |
| Reported value | $206,988,277 |
| Positions | 33 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,962,399 | 498,789 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $22,861,971 | 984,581 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $21,904,932 | 111,646 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $20,538,739 | 47,022 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $13,739,513 | 285,942 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $12,220,955 | 244,958 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $11,515,916 | 149,344 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $8,560,385 | 158,379 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,488,026 | 23,341 |
| SPDR SERIES TRUST | TFI | STATE STREET SPD | $6,382,376 | 140,767 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.