SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $480,531,226 |
| Positions | 163 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $60,241,684 | 845,497 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $53,004,945 | 615,335 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $46,537,449 | 196,676 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $41,226,429 | 189,173 |
| APPLE INC | AAPL | COM | $35,152,546 | 121,484 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $20,021,208 | 66,050 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $13,006,597 | 217,902 |
| AMAZON COM INC | AMZN | COM | $8,200,456 | 34,407 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,726,943 | 10,321 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $7,104,759 | 92,138 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.