SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $234,161,850 |
| Positions | 109 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | ITOT | CORE S&P TTL STK | $27,221,506 | 165,712 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $26,085,032 | 355,334 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $24,642,299 | 345,857 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $10,020,878 | 206,915 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,789,344 | 164,003 |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,187,203 | 10,932 |
| INVESCO EXCHANGE TRADED FD T | PSP | GBL LISTED PVT | $8,151,812 | 146,352 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $6,953,030 | 72,104 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $6,296,093 | 58,503 |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $5,022,110 | 32,550 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.