SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $581,682,783 |
| Positions | 183 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $106,144,149 | 154,547 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $59,146,410 | 805,700 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $39,677,583 | 556,878 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $24,018,754 | 311,487 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $15,409,904 | 318,189 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $13,254,682 | 35,820 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $12,588,655 | 204,827 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $12,008,368 | 145,292 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,551,063 | 193,518 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $11,232,750 | 15 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.