SEC Form 13F

Cassilly Financial Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$137,792,277
Positions75

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIEFACORE MSCI EAFE$16,780,557173,748
VANGUARD INDEX FDSVTVVALUE ETF$12,837,39658,906
VANGUARD INDEX FDSVUGGROWTH ETF$12,308,065142,884
VANGUARD INSTL INDEX FDVBIL0 3 MO TR BI ETF$8,613,969113,821
SPDR SERIES TRUSTSPYMST STR P500ETF$6,847,61077,920
ISHARES TRIVVCORE S&P500 ETF$5,483,3737,322
VANGUARD INDEX FDSVBSMALL CP ETF$4,365,13514,401
ISHARES TRIUSBCORE UNIVRSL USD$4,363,06594,541
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$4,250,842183,780
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$3,729,47262,481

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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