SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $351,250,045 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Berkshire Hathaway Cl B | BRK.B | Class B | $34,081,563 | 68,110 |
| Vanguard Growth | VUG | Common | $25,805,700 | 299,579 |
| Vanguard Small Cap | VB | Common | $24,317,336 | 80,223 |
| iShares Tr Russell 1000 Growth | IWF | Common | $22,988,386 | 185,136 |
| Vanguard Div Appreciation | VIG | Common | $21,349,065 | 90,225 |
| Vanguard FTSE Developed Mkts | VEA | Common | $20,644,881 | 289,753 |
| Vanguard Value | VTV | Common | $20,642,660 | 94,722 |
| Schwab US Div Equity Etf | SCHD | Common | $15,774,410 | 497,459 |
| Vanguard Mid Cap | VO | Common | $12,869,091 | 159,726 |
| iShares Russell Midcap Growth | IWP | Common | $11,512,288 | 78,630 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.