SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-10-11 |
| Reported value | $269,650,795 |
| Positions | 256 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | &P 500 ETF SHS | $28,950,079 | 47,275 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | L B NEW | $21,476,047 | 42,718 |
| VANECK ETF TRUST | MOAT | RNGSTR WDE MOAT | $16,665,940 | 168,156 |
| ISHARES TR | SGOV | -3 MNTH TREASRY | $13,475,282 | 133,816 |
| VANGUARD INDEX FDS | VUG | ROWTH ETF | $11,328,625 | 23,620 |
| VANGUARD INDEX FDS | VO | ID CAP ETF | $9,309,610 | 31,693 |
| WISDOMTREE TR | EES | S SMALLCAP FUND | $7,493,320 | 134,121 |
| VANGUARD INDEX FDS | VTI | OTAL STK MKT | $7,262,074 | 22,129 |
| VANGUARD WHITEHALL FDS | VIGI | NTL DVD ETF | $7,152,217 | 79,851 |
| SCHWAB STRATEGIC TR | SCHF | NTL EQTY ETF | $6,387,214 | 274,365 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.