SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $665,137,045 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $37,756,792 | 529,920 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $28,306,326 | 82,307 |
| ABBVIE INC | ABBV | COM | $18,889,970 | 75,067 |
| GENERAL MILLS INC | GIS | COM | $18,601,429 | 534,524 |
| CISCO SYS INC | CSCO | COM | $15,732,578 | 133,940 |
| JOHNSON & JOHNSON | JNJ | COM | $15,596,690 | 61,412 |
| VERIZON COMMUNICATIONS INC | VZ | COM | $15,039,680 | 355,212 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $12,986,766 | 258,546 |
| CATERPILLAR INC | CAT | COM | $12,474,552 | 11,714 |
| ENBRIDGE INC | ENB | COM | $12,314,335 | 227,160 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.