SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $973,316,769 |
| Positions | 379 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $54,504,962 | 147,295 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $49,926,316 | 463,913 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $49,564,633 | 72,166 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $38,793,848 | 52,680 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $34,311,497 | 45,947 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $20,309,408 | 403,044 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $20,240,163 | 417,926 |
| VANGUARD WELLINGTON FD | VTES | SHORT TRM TAX EX | $20,083,917 | 198,242 |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $16,508,393 | 163,498 |
| APPLE INC | AAPL | COM | $16,432,877 | 56,790 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.