SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $318,556,194 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $40,734,922 | 472,892 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $39,567,481 | 555,333 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $29,629,820 | 135,960 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $19,166,937 | 218,104 |
| ISHARES TR | GOVT | US TREAS BD ETF | $16,615,276 | 729,380 |
| ISHARES TR | ACWX | MSCI ACWI EX US | $16,298,285 | 214,141 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $14,364,126 | 240,645 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $13,165,088 | 106,025 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $10,279,842 | 212,262 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $9,917,831 | 40,910 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.