SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $293,733,544 |
| Positions | 600 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $41,745,701 | 112,814 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $24,798,559 | 856,304 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $19,193,184 | 224,508 |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $10,404,625 | 114,601 |
| MICROSOFT CORP | MSFT | COM | $9,133,768 | 24,486 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $8,571,302 | 116,759 |
| SCHWAB STRATEGIC TR | SCCR | CORE BOND ETF | $7,980,699 | 311,868 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $7,843,556 | 93,654 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $7,736,754 | 159,751 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $6,859,425 | 247,633 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.