SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-04-16 |
| Reported value | $485,358,815 |
| Positions | 44 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $74,567,570 | 201,089 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $47,113,915 | 758,678 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $41,693,243 | 532,617 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $37,184,888 | 790,495 |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $31,088,538 | 544,076 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $29,743,434 | 404,948 |
| DIMENSIONAL ETF TRUST | DFLV | US LARGE CAP VAL | $28,995,203 | 948,486 |
| SSGA ACTIVE ETF TR | RLY | MULT ASS RLRTN | $25,813,277 | 904,459 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $20,897,765 | 299,352 |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $15,784,002 | 585,894 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.