SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $398,941,497 |
| Positions | 99 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $34,370,099 | 482,387 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $26,240,254 | 347,507 |
| NVIDIA CORPORATION | NVDA | COM | $21,402,646 | 106,965 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $17,312,246 | 342,342 |
| APPLE INC | AAPL | COM | $17,100,579 | 59,098 |
| ALPHABET INC | GOOG | CAP STK CL C | $14,229,436 | 40,272 |
| MICROSOFT CORP | MSFT | COM | $13,551,520 | 36,329 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,957,616 | 200,329 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $10,517,789 | 134,999 |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $10,324,426 | 220,560 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.