SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $106,926,671 |
| Positions | 54 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $19,982,991 | 54,002 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $10,214,267 | 143,358 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $8,434,671 | 35,646 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $5,863,666 | 79,876 |
| ISHARES TR | CMF | CALIF MUN BD ETF | $5,686,775 | 98,660 |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $5,310,586 | 88,084 |
| NEOS ETF TRUST | SPYI | NEOS S&P 500 HI | $4,855,094 | 91,450 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,691,599 | 78,599 |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $4,199,485 | 46,255 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $3,561,333 | 14,465 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.