SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $529,626,255 |
| Positions | 92 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $45,047,515 | 570,005 |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $40,710,370 | 817,806 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $36,331,196 | 229,901 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $34,487,975 | 145,753 |
| CAPITAL GROUP CONSERVATIVE E | CGCV | SHS | $31,231,511 | 951,600 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $30,082,142 | 610,433 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $25,390,188 | 356,354 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,019,324 | 45,993 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $14,864,435 | 468,762 |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $12,342,984 | 41,280 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.