SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $815,595,995 |
| Positions | 208 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $91,647,843 | 1,248,438 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $65,890,256 | 924,776 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $45,812,130 | 1,353,786 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $42,069,494 | 193,041 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $38,203,507 | 1,097,487 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $35,161,535 | 408,191 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $32,572,905 | 545,701 |
| ISHARES TR | IDEV | CORE MSCI INTL | $23,133,392 | 259,897 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $22,620,262 | 467,071 |
| GILEAD SCIENCES INC | GILD | COM | $22,195,084 | 175,677 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.