SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $167,929,891 |
| Positions | 104 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $30,807,860 | 425,817 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $23,638,623 | 778,611 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $9,696,517 | 127,301 |
| ISHARES TR | IWB | RUS 1000 ETF | $9,058,730 | 21,509 |
| NVIDIA CORPORATION | NVDA | COM | $7,833,827 | 35,735 |
| APPLE INC | AAPL | COM | $6,833,190 | 21,972 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $5,547,935 | 32,902 |
| MICROSOFT CORP | MSFT | COM | $4,675,716 | 9,592 |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,298,782 | 11,861 |
| DIMENSIONAL ETF TRUST | DFVX | US LARG VECT ETF | $3,782,964 | 44,209 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.