SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $216,038,972 |
| Positions | 34 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $84,563,022 | 228,524 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $56,822,130 | 774,038 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $17,634,022 | 206,270 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $14,802,863 | 90,113 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $9,597,373 | 198,170 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $6,814,416 | 71,400 |
| ISHARES TR | AGG | CORE US AGGBD ET | $6,032,039 | 60,942 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $2,963,101 | 100,683 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,896,408 | 51,435 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,737,181 | 5,731 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.