SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $394,028,811 |
| Positions | 144 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | $23,083,070 | 61,882 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $19,212,927 | 88,161 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $17,645,976 | 223,282 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $16,215,662 | 227,588 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $14,253,345 | 162,191 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $12,761,970 | 163,804 |
| ALPHABET INC | GOOG | CAP STK CL C | $12,699,034 | 35,941 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $10,814,858 | 200,201 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $9,246,532 | 152,106 |
| JPMORGAN CHASE & CO | JPM | COM | $8,894,980 | 27,174 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.