SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $272,066,000 |
| Positions | 203 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $43,898,000 | 616,125 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $38,129,000 | 442,641 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $28,954,000 | 132,861 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $26,796,000 | 553,304 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $20,983,000 | 269,333 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $16,767,000 | 280,908 |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $11,584,000 | 247,486 |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $10,366,000 | 150,385 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $10,276,000 | 33,903 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $9,138,000 | 119,149 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.