SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $771,109,330 |
| Positions | 137 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $208,794,753 | 304,007 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $81,738,975 | 1,147,214 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $40,762,514 | 528,628 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $37,856,910 | 239,555 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $35,855,141 | 151,530 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $32,983,947 | 423,360 |
| ISHARES TR | IVV | CORE S&P500 ETF | $29,364,587 | 39,211 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $28,862,334 | 595,960 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $21,361,790 | 144,035 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $19,449,450 | 325,841 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.