SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $149,656,209 |
| Positions | 57 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $35,329,435 | 95,475 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $25,000,501 | 234,813 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $18,616,522 | 241,045 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $9,772,292 | 61,838 |
| ALPS ETF TR | ENFR | ALERIAN ENERGY | $9,603,195 | 252,052 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $9,564,099 | 74,831 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $7,724,808 | 102,072 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $4,535,283 | 145,829 |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $4,248,750 | 43,266 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $2,448,402 | 20,485 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.