SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $141,691,597 |
| Positions | 60 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,693,788 | 190,483 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $11,917,632 | 401,944 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $8,081,312 | 110,491 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $5,825,834 | 166,262 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,690,905 | 112,602 |
| SEI EXCHANGE TRADED FUNDS | SEIV | QIM US LARGE VAL | $5,404,184 | 112,470 |
| SEI EXCHANGE TRADED FUNDS | SEIM | QIM US LARGE CAP | $5,382,147 | 98,882 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $5,240,162 | 87,234 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $5,008,067 | 46,556 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $4,910,194 | 101,829 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.