SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $230,347,498 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $79,681,459 | 1,085,432 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $34,674,183 | 405,599 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $32,330,829 | 87,378 |
| VANGUARD WELLINGTON FD | VFVA | US VALUE FACTR | $28,943,952 | 195,002 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $27,116,344 | 559,901 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $25,259,792 | 83,316 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $762,154 | 1,523 |
| MICROSOFT CORP | MSFT | COM | $625,224 | 1,676 |
| BP PLC | BP | SPONSORED ADR | $438,453 | 11,867 |
| APPLE INC | AAPL | COM | $300,159 | 1,037 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.