SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-01 |
| Reported value | $260,383,101 |
| Positions | 49 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | UIE | $86,466,413 | 152,222 |
| VANGUARD FTSE DEVELOPED | VEA | UIE | $28,490,522 | 499,746 |
| VANGUARD MUNI BND TAX | VTEB | UIE | $26,143,580 | 533,216 |
| VANGUARD TOTAL BOND | BND | UIE | $20,759,440 | 281,943 |
| VANGUARD EXTENDED MARKET | VXF | UIE | $19,852,576 | 103,018 |
| VANGUARD INFORMATION | VGT | UIE | $11,435,771 | 17,241 |
| VANGUARD FTSE EMERGING | VWO | UIE | $9,777,937 | 197,694 |
| VANGUARD TOTAL | BNDX | UIE | $9,079,091 | 183,379 |
| ISHARES SHORT TERM NTNL | SUB | UIE | $8,874,817 | 83,457 |
| VAG ITM-TERM CORPORATE | VCIT | UIE | $5,327,235 | 64,245 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.