SEC Form 13F

Serenity Investment Advisors 13F Holdings

Report period2026-06-30
Publicly available2026-08-25
Reported value$234,604,672
Positions76

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$38,525,5891,097,595
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$34,082,140979,372
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$20,039,333710,111
VANGUARD INDEX FDSVOMID CAP ETF$19,482,874236,070
FIDELITY COVINGTON TRUSTFMDEENH MID COR ETF$12,962,373307,968
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$12,518,683208,575
VANGUARD INDEX FDSVBRSM CP VAL ETF$8,037,35232,475
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$7,764,203134,329
VANGUARD INDEX FDSVBKSML CP GRW ETF$7,089,79919,906
VANGUARD STAR FDSVXUSVG TL INTL STK F$6,763,99677,118

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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