SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $171,117,050 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $86,245,961 | 125,575 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $44,940,668 | 557,784 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $14,223,174 | 543,699 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $11,584,135 | 148,686 |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,155,144 | 10,890 |
| SHERWIN WILLIAMS CO | SHW | COM | $1,913,708 | 5,558 |
| ISHARES TR | AOA | CORE 80 20 ETF | $813,143 | 8,331 |
| ISHARES TR | AOR | CORE 60 BALA ETF | $807,340 | 11,616 |
| AMAZON COM INC | AMZN | COM | $639,705 | 2,684 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $621,947 | 6,450 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.