SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $122,124,854 |
| Positions | 94 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC COM | AAPL | Stock | $15,619,191 | 51,167 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | VTI | ETF | $11,251,972 | 29,279 |
| VANGUARD TOTAL BOND MARKET ETF | BND | ETF | $5,022,792 | 69,299 |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | ETF | $4,286,675 | 33,135 |
| VANGUARD RUSSELL 1000 VALUE ETF | VONV | ETF | $3,833,596 | 33,800 |
| INVESCO RAFI US 1000 ETF | PRF | ETF | $3,310,278 | 58,631 |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | SCHI | ETF | $3,227,008 | 144,644 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | ETF | $3,224,549 | 13,076 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $2,884,685 | 5,691 |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $2,813,136 | 8,122 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.