SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $346,602,547 |
| Positions | 18 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $148,963,159 | 2,090,711 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $111,580,526 | 162,462 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $32,612,407 | 546,363 |
| ISHARES INC | EWJ | MSCI JAPAN ETF | $30,287,847 | 324,733 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,697,496 | 6,379 |
| EVOLV TECHNOLOGIES HLDNGS IN | EVLV | COM CL A | $4,015,688 | 692,360 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $3,952,184 | 40,985 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $2,995,400 | 4 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,793,062 | 7,548 |
| ALPS ETF TR | AMLP | ALERIAN MLP | $2,445,235 | 47,160 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.