SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $22,830,712 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $6,615,810 | 92,853 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,058,938 | 5,910 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,089,674 | 35,009 |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $1,878,292 | 4,405 |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,700,876 | 17,184 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $1,691,918 | 21,409 |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $1,393,782 | 32,864 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $1,040,055 | 39,247 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $975,338 | 20,139 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $827,008 | 10,264 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.