SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $536,177,850 |
| Positions | 217 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $33,697,847 | 227,212 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $16,864,162 | 49,037 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $16,622,937 | 44,922 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $16,211,191 | 102,583 |
| MICROSOFT CORP | MSFT | COM | $15,842,220 | 42,470 |
| ALPHABET INC | GOOGL | CAP STK CL A | $14,303,799 | 40,025 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,946,054 | 181,699 |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $11,006,517 | 217,994 |
| APPLE INC | AAPL | COM | $10,588,641 | 36,593 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $9,992,892 | 128,262 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.