SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-15 |
| Reported value | $339,471,640 |
| Positions | 138 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $52,894,070 | 192,454 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $38,585,655 | 759,112 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $33,534,547 | 42 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $19,789,075 | 37,157 |
| APPLE INC | AAPL | COM | $17,357,933 | 78,143 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $15,424,854 | 69,560 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $10,755,203 | 134,676 |
| ISHARES TR | EFA | MSCI EAFE ETF | $9,462,470 | 115,777 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $9,129,698 | 147,778 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $8,924,706 | 147,127 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.