SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-15 |
| Reported value | $540,004,212 |
| Positions | 64 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $108,197,917 | 481,051 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $50,479,401 | 166,089 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $44,448,387 | 2,011,239 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $44,213,491 | 327,410 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $29,553,349 | 105,612 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $24,925,498 | 105,180 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $22,737,293 | 380,159 |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $22,318,738 | 269,355 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $14,418,514 | 252,912 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $13,671,957 | 453,615 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.