SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $500,872,869 |
| Positions | 184 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $37,548,892 | 527,002 |
| SPDR SERIES TRUST | BIL | BLOOMBERG 1-3 MO | $25,758,125 | 281,079 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $22,985,018 | 266,833 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $21,502,485 | 179,907 |
| ELI LILLY & CO | LLY | COM | $18,431,016 | 15,366 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $16,544,822 | 48,108 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $15,158,230 | 110,218 |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $14,310,954 | 287,484 |
| SELECT SECTOR SPDR TR | XLK | TECHNOLOGY | $13,371,529 | 70,184 |
| BLACKROCK ETF TRUST II | BINC | FLEXIBLE INCOME | $10,815,381 | 206,637 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.