SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-01-31 |
| Reported value | $332,211,446 |
| Positions | 25 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $140,462,503 | 484,671 |
| SCHWAB STRATEGIC TR | SCHB | SCHWAB US BD MKT ETF | $59,595,265 | 2,625,342 |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $21,363,749 | 285,688 |
| ISHARES TR | IGLB | 10+ YR INVST GRD | $20,930,829 | 423,701 |
| PIMCO ETF TR | CORP | INTER MUNI BD ACT | $12,725,997 | 133,817 |
| VANGUARD TAX-MANAGED FUNDS | VEA | VAN FTSE DEV MKT | $11,492,963 | 240,338 |
| VANGUARD WHITEHALL FDS | VYM | ETF | $7,949,367 | 62,304 |
| ISHARES TR | IDV | INTL SEL DIV ETF | $7,321,275 | 267,395 |
| VANGUARD BD INDEX FDS | BND | TOTAL BD MKT | $6,345,626 | 88,244 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $6,066,916 | 104,602 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.