SEC Form 13F

Morningstar Investment Services LLC 13F Holdings

Report period2025-03-31
Publicly available2025-05-06
Reported value$545,991,000
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTISTK MRK ETF$77,314,000281,306
VANGUARD BD INDEX FD INCBNDTOTAL BND MRKT$58,776,000800,224
VANGUARD TAX MANAGED INTL FDVEAFTSE DEV MKT ETF$33,309,000655,294
VANGUARD MALVERN FDSVCRBCORE BD ETF$23,021,000297,313
VANGUARD SCOTTSDALE FDSVGITINT-TERM GOV$15,536,000261,544
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$10,681,000235,987
META PLATFORMS INCMETACL A$10,391,00018,028
VANGUARD SCOTTSDALE FDSVMBSMORTG-BACK SEC$9,145,000197,477
MICROSOFT CORPMSFTCOM$9,074,00024,172
BOOKING HLDGS INCBKNGCOM$8,835,0001,918

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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