SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $170,024,280 |
| Positions | 65 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $34,659,196 | 451,880 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $32,337,447 | 1,098,792 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $29,727,745 | 80,337 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $19,008,185 | 266,782 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $9,316,609 | 108,979 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $5,058,029 | 139,995 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,712,720 | 78,953 |
| MICROSOFT CORP | MSFT | COM | $3,900,698 | 10,457 |
| APPLE INC | AAPL | COM | $3,131,322 | 10,822 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $2,565,414 | 68,852 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.