SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $137,140,869 |
| Positions | 53 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,212,946 | 157,375 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,040,179 | 29,835 |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $10,006,932 | 99,403 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $8,984,616 | 305,288 |
| INTEL CORP | INTC | COM | $7,180,605 | 51,426 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $6,083,401 | 310,140 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $5,902,399 | 302,300 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,723,188 | 8,333 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $5,700,249 | 279,904 |
| APPLE INC | AAPL | COM | $5,501,419 | 19,012 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.