SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $267,188,153 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $62,109,173 | 180,597 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $50,676,974 | 711,256 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $26,947,568 | 730,881 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $18,312,035 | 450,591 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $9,361,633 | 193,302 |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $9,336,143 | 174,507 |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,320,151 | 94,162 |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $9,312,325 | 278,312 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $9,306,315 | 91,095 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $6,603,808 | 130,562 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.