SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $491,787,950 |
| Positions | 156 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | VTI | ETF - EQUITY LARGE CAP | $119,798,623 | 325,363 |
| VANGUARD SHORT TERM CORP BD ETF #3145 | VCSH | ETF - FIXED INCOME | $37,748,435 | 480,140 |
| APPLE INC | AAPL | COMMON STOCK | $34,901,358 | 112,986 |
| I SHARES SELECT DIVIDEND ETF | DVY | ETF - EQUITY LARGE CAP | $22,982,108 | 142,561 |
| I SHARES MSCI EAFE CORE | IEFA | ETF - FOREIGN EQUITY | $21,253,264 | 216,320 |
| VANGUARD INTERMEDIATE TERM BOND INDEX ETF | BIV | ETF - FIXED INCOME | $20,341,944 | 269,289 |
| MICROSOFT CORP COM | MSFT | COMMON STOCK | $12,142,354 | 26,129 |
| JOHNSON & JOHNSON COM | JNJ | COMMON STOCK | $11,532,968 | 44,991 |
| I SHARES FLEX I ACTIVE ETF | BINC | ETF - FIXED INCOME | $9,033,997 | 173,765 |
| DIMENSIONAL US EQUITY MARKETETF TR | DFUS | ETF - EQUITY LARGE CAP | $8,196,338 | 100,458 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.