SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-01-15 |
| Reported value | $205,755,901 |
| Positions | 72 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,424,687 | 427,116 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $14,720,992 | 635,073 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $9,405,436 | 191,752 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $8,577,942 | 177,157 |
| SEI EXCHANGE TRADED FUNDS | SEIM | ENHANCED US LRG | $8,185,590 | 212,007 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $8,142,732 | 184,894 |
| SEI EXCHANGE TRADED FUNDS | SEIV | ENHANCED US LRG | $7,974,441 | 240,780 |
| SPDR SER TR | SPHY | PORTFLI HIGH YLD | $7,361,483 | 313,655 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $6,993,886 | 270,766 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $6,838,781 | 88,505 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.