SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $1,274,342,754 |
| Positions | 294 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $193,803,809 | 2,720,053 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $121,416,137 | 1,409,521 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $120,864,926 | 554,604 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $67,108,465 | 1,124,283 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $54,420,032 | 179,533 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $47,520,198 | 981,214 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $45,527,576 | 584,361 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $40,439,320 | 109,284 |
| APPLE INC | AAPL | COM | $34,182,046 | 118,130 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | BULETSHS 2029 | $26,143,509 | 1,407,457 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.