SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $447,180,367 |
| Positions | 134 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $78,596,908 | 104,951 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,751,572 | 445,636 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $29,792,440 | 388,428 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $22,966,916 | 105,387 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $22,124,731 | 256,846 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $20,822,815 | 193,485 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $17,898,176 | 168,105 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,460,149 | 191,994 |
| ISHARES TR | IDEV | CORE MSCI INTL | $11,442,973 | 128,558 |
| INNOVATOR ETFS TRUST | PSTP | POWER BUFFER SET | $10,144,716 | 275,784 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.