SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $184,900,387 |
| Positions | 83 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $19,121,104 | 55,599 |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $12,962,912 | 98,026 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $12,748,458 | 433,179 |
| APPLE INC | AAPL | COM | $9,122,829 | 31,528 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $9,032,911 | 109,291 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,833,533 | 123,979 |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $7,878,272 | 95,680 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $7,134,271 | 88,547 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $7,071,869 | 23,330 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $7,065,156 | 96,242 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.