SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-04-10 |
| Reported value | $34,438,452 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,036,509 | 12,271 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $4,329,802 | 22,110 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,296,637 | 25,379 |
| MICROSOFT CORP | MSFT | COM | $3,366,942 | 7,988 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,869,321 | 40,827 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,700,047 | 13,324 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,605,115 | 2,979 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,372,985 | 3,029 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,366,454 | 4,715 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,167,848 | 42,145 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.