SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $155,821,722 |
| Positions | 46 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $47,059,369 | 571,525 |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $17,118,468 | 129,450 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $14,580,034 | 198,611 |
| ISHARES TR | AGG | CORE US AGGBD ET | $10,903,934 | 110,163 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $7,103,373 | 88,164 |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $6,996,831 | 44,580 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $6,599,972 | 133,928 |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $6,457,113 | 129,713 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $4,571,320 | 96,850 |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $3,606,529 | 23,375 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.