SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-10-31 |
| Reported value | $533,648,937 |
| Positions | 148 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $44,392,840 | 740,868 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $43,318,109 | 232,281 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $35,611,656 | 165,029 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $34,295,717 | 71,508 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $29,286,734 | 95,130 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $24,248,595 | 82,551 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $21,930,848 | 443,406 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $21,476,818 | 84,461 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $20,063,947 | 142,348 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $15,174,243 | 280,071 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.