SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-18 |
| Reported value | $255,918,196 |
| Positions | 45 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $50,353,671 | 706,718 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $50,097,119 | 581,578 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $28,702,856 | 647,044 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $13,742,932 | 63,061 |
| ISHARES TR | IBTK | IBOND DEC 2030 | $13,421,477 | 686,872 |
| ISHARES TR | IBTH | IBONDS 27 TRM TS | $12,632,757 | 564,719 |
| ISHARES TR | IBTJ | IBONDS 29 TRM TS | $12,504,497 | 577,575 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $11,623,581 | 38,346 |
| ISHARES TR | IBTG | IBONDS 26 TRM TS | $11,346,259 | 495,686 |
| ISHARES TR | IBTI | IBONDS 28 TRM TS | $11,210,182 | 506,332 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.