SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $213,054,690 |
| Positions | 305 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $33,677,902 | 571,005 |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $25,593,572 | 481,354 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,547,972 | 190,147 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,719,982 | 129,406 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,445,815 | 12,297 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,315,880 | 107,844 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $7,707,522 | 51,969 |
| ISHARES TR | TLT | 20 YR TR BD ETF | $7,503,464 | 86,826 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $6,802,792 | 70,524 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $5,368,314 | 145,601 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.