SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $223,189,595 |
| Positions | 50 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $35,131,978 | 51,152 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $32,961,946 | 139,303 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $31,286,321 | 42,485 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $31,158,011 | 1,347,082 |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $15,556,669 | 366,816 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $13,705,872 | 142,089 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,385,497 | 159,796 |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $9,928,892 | 111,310 |
| APPLE INC | AAPL | COM | $6,151,663 | 21,260 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,763,654 | 5,523 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.