SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $503,007,484 |
| Positions | 98 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $87,929,903 | 1,138,506 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $58,872,438 | 159,097 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $40,722,323 | 421,643 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $33,279,703 | 152,708 |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $21,933,210 | 432,992 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $20,320,381 | 235,899 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,364,043 | 257,741 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $17,994,330 | 223,338 |
| ISHARES TR | AGG | CORE US AGGBD ET | $15,967,850 | 161,324 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $15,376,626 | 185,618 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.