SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $635,688,240 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $129,180,491 | 1,672,614 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $125,110,630 | 1,452,410 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $118,135,077 | 747,548 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $77,634,040 | 996,458 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $24,605,783 | 254,771 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $17,685,037 | 74,740 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $16,290,941 | 467,996 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $15,161,504 | 448,035 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,591,680 | 162,690 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $11,260,496 | 104,632 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.