SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $173,047,396 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $18,348,826 | 26,716 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $15,524,400 | 315,024 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $14,831,806 | 314,234 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $14,550,240 | 204,214 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $10,490,193 | 42,607 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $9,801,710 | 283,123 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $9,714,824 | 125,787 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $9,429,317 | 222,757 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $7,866,539 | 155,527 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $7,460,704 | 271,595 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.