SEC Form 13F

Waterford Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$366,466,175
Positions64

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$69,711,97493,087
VANGUARD INDEX FDSVTVVALUE ETF$35,285,789161,913
VANGUARD INDEX FDSVUGGROWTH ETF$33,224,235385,700
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$28,839,234404,761
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$28,772,062545,339
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$25,378,221702,414
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$20,418,151421,601
VANGUARD BD INDEX FDSBLVLONG TERM BOND$16,342,556209,762
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$12,646,350211,867
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$11,774,021170,811

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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