SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $319,940,800 |
| Positions | 167 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,753,894 | 291,283 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $17,199,163 | 138,513 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $13,803,813 | 56,939 |
| APPLE INC | AAPL | COM | $10,263,198 | 35,469 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,568,284 | 160,300 |
| NVIDIA CORPORATION | NVDA | COM | $9,277,603 | 46,367 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $8,039,848 | 103,194 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $7,576,797 | 55,092 |
| MICROSOFT CORP | MSFT | COM | $7,392,092 | 19,817 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $7,115,778 | 135,771 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.