SEC Form 13F

BRASS TAX WEALTH MANAGEMENT, INC 13F Holdings

Report period2025-09-30
Publicly available2025-11-15
Reported value$601,535,321
Positions246

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$87,630,309143,098
ISHARES TREFAMSCI EAFE ETF$39,791,609426,171
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$38,154,758513,040
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$33,730,7471,057,059
VANGUARD INDEX FDSVTITOTAL STK MKT$28,393,31086,520
VANGUARD WELLINGTON FDVFMFUS MULTIFACTOR$23,882,722165,537
ISHARES TRDGROCORE DIV GRWTH$21,850,801320,958
VANGUARD INDEX FDSVBSMALL CP ETF$18,512,18072,802
VANECK ETF TRUSTANGLFALLEN ANGEL HG$15,974,150537,307
ISHARES TRIVES&P 500 VAL ETF$15,756,59876,299

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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