SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $35,504,794 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,728,168 | 20,885 |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $2,495,362 | 15,899 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,978,178 | 27,764 |
| SABA CAPITAL INCOME & OPPORT | SABA | COM NEW | $1,622,156 | 194,270 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $1,298,253 | 7,903 |
| BLACKSTONE STRATEGIC CRED 20 | BGB | COM SHS BEN IN | $1,171,012 | 103,629 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $1,166,315 | 40,273 |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $1,053,665 | 13,267 |
| BLACKROCK MUNIYIELD N Y QUAL | MYN | COM | $1,043,710 | 102,829 |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $941,208 | 28,273 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.