SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $214,195,704 |
| Positions | 41 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $65,280,821 | 176,416 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $61,968,418 | 90,226 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $23,419,472 | 328,694 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $11,933,059 | 39,367 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,463,532 | 125,038 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $6,742,586 | 9,029 |
| APPLE INC | AAPL | COM | $6,002,194 | 20,743 |
| ROYALTY PHARMA PLC | RPRX | SHS CLASS A | $3,265,517 | 58,240 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $2,597,733 | 93,781 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,206,161 | 25,611 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.