SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-01 |
| Reported value | $184,101,992 |
| Positions | 58 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $57,617,446 | 92,851 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,416,882 | 323,288 |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $15,660,453 | 190,803 |
| ISHARES TR | SHV | SHORT TREAS BD | $14,826,329 | 134,271 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,297,500 | 37,173 |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $8,854,490 | 106,856 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $6,714,114 | 255,289 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,905,531 | 8,636 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,127,874 | 16,063 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,095,039 | 62,620 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.