SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-03 |
| Reported value | $191,337,656 |
| Positions | 20 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | VEA | FTSE DEV MKT ETF | $22,798,361 | 319,977 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $22,715,990 | 309,440 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $22,622,613 | 447,264 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $22,341,769 | 64,964 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $17,583,082 | 58,007 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $15,765,891 | 313,874 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $15,401,370 | 318,013 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $11,544,188 | 52,972 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $11,182,023 | 115,960 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $10,254,802 | 171,801 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.