SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $587,307,996 |
| Positions | 82 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $105,947,524 | 154,260 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $83,739,569 | 655,188 |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $79,685,656 | 749,559 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $77,956,333 | 1,094,124 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $41,622,525 | 914,982 |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $31,813,940 | 1,290,103 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $16,925,090 | 283,550 |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $14,761,907 | 652,028 |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $12,341,623 | 74,979 |
| ISHARES TR | IWP | RUS MD CP GR ETF | $12,258,211 | 83,725 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.