SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $183,767,180 |
| Positions | 72 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $27,305,810 | 383,239 |
| MICROSOFT CORP | MSFT | COM | $11,535,783 | 30,925 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $9,873,551 | 119,188 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $9,736,484 | 78,413 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $8,443,775 | 166,939 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $8,411,078 | 34,695 |
| AMAZON COM INC | AMZN | COM | $8,189,839 | 34,362 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,342,481 | 19,842 |
| APPLE INC | AAPL | COM | $6,642,409 | 22,956 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $5,686,364 | 113,207 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.