SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $151,202,024 |
| Positions | 53 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | UIT EXCHANGE TRADED | $19,537,786 | 15,197 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | UIT EXCHANGE TRADED | $15,226,420 | 19,314 |
| VANGUARD S&P 500 ETF | VOO | UIT EXCHANGE TRADED | $12,442,522 | 3,714 |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | VEA | UIT EXCHANGE TRADED | $12,262,081 | 35,179 |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | VWO | UIT EXCHANGE TRADED | $12,075,170 | 40,913 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | UIT EXCHANGE TRADED | $10,611,282 | 39,056 |
| ISHARES 10 YEAR | IGLB | UIT EXCHANGE TRADED | $7,832,602 | 32,844 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | UIT EXCHANGE TRADED | $7,185,729 | 30,463 |
| VANGUARD UTILITIES INDEX FUND ETF SHARES | VPU | UIT EXCHANGE TRADED | $5,820,814 | 5,623 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | UIT EXCHANGE TRADED | $4,346,802 | 12,621 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.