SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-14 |
| Reported value | $98,393,978 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $35,099,161 | 65,142 |
| SPDR SER TR | JNK | BLOOMBERG HIGH Y | $23,103,740 | 242,000 |
| ISHARES TR | HYG | IBOXX HI YD ETF | $7,865,000 | 100,000 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,652,922 | 160,036 |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $7,053,069 | 86,807 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,814,033 | 18,226 |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $3,509,352 | 33,264 |
| GREENFIRE RES LTD NEW | GFR | COM SHS | $2,850,051 | 403,690 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,660,633 | 60,414 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,577,003 | 10,725 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.