SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $134,543,381 |
| Positions | 71 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | ITOT | CORE S&P TTL STK | $26,560,108 | 161,686 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $10,605,232 | 109,808 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $8,530,912 | 23,054 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $6,140,573 | 74,126 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,765,041 | 80,913 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $5,373,044 | 50,465 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $4,503,094 | 41,843 |
| GLOBAL X FDS | CLIP | 1 3 MO T BI ET | $3,666,475 | 36,541 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $3,413,922 | 67,750 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $3,306,122 | 71,639 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.