SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $270,773,221 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $142,597,311 | 385,356 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $88,055,045 | 931,110 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $16,978,046 | 202,723 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $8,302,863 | 50,544 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $4,914,617 | 177,423 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $4,477,911 | 154,624 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $2,568,505 | 30,045 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $947,587 | 1,380 |
| APPLE INC | AAPL | COM | $420,151 | 1,452 |
| MICROSOFT CORP | MSFT | COM | $400,623 | 1,074 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.