SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $206,238,776 |
| Positions | 77 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $43,022,685 | 116,265 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $38,977,537 | 770,612 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $19,732,287 | 268,796 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,177,532 | 170,913 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,870,291 | 13,180 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $8,725,375 | 11,684 |
| APPLE INC | AAPL | COM | $6,571,441 | 22,710 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $5,725,585 | 180,561 |
| COCA COLA CO | KO | COM | $5,365,894 | 66,026 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,404,138 | 15,999 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.