SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $167,113,360 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $27,780,164 | 316,007 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $27,347,741 | 383,828 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $22,839,200 | 96,523 |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $12,962,316 | 79,304 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $10,675,347 | 315,465 |
| ISHARES TR | EFA | MSCI EAFE ETF | $7,141,236 | 68,745 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $6,673,929 | 82,834 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $6,179,713 | 117,911 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,673,252 | 38,253 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $4,788,268 | 57,801 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.