SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $142,690,936 |
| Positions | 44 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $47,385,640 | 128,055 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $13,930,182 | 239,350 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $13,501,187 | 82,189 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $8,165,462 | 95,514 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,288,590 | 102,296 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,569,620 | 13,129 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $5,180,674 | 54,282 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,045,393 | 5,417 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,939,111 | 16,211 |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $2,847,087 | 50,696 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.