SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-14 |
| Reported value | $1,772,717 |
| Positions | 304 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $370,918 | 1,330,888 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $160,957 | 336,590 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $145,163 | 329,617 |
| ISHARES TR | IVV | CORE S&P500 ETF | $117,457 | 19,953 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $108,756 | 58,746 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $92,841 | 20,482 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $82,583 | 298,027 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $73,269 | 101,890 |
| APPLE INC | AAPL | COM | $70,554 | 28,174 |
| UNION PAC CORP | UNP | COM | $69,285 | 30,382 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.