SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-19 |
| Reported value | $225,033,724 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $33,404,062 | 76,195 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $25,678,083 | 348,745 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $25,658,575 | 45,171 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $17,114,280 | 128,380 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $16,431,108 | 92,968 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $9,100,526 | 135,384 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $7,993,810 | 33,732 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $6,582,502 | 32,162 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $6,559,200 | 9 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $5,890,891 | 21,052 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.