SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-02 |
| Reported value | $185,518,027 |
| Positions | 115 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $15,200,997 | 55,309 |
| SPDR SER TR | SPYG | PRTFLO S&P500 GW | $12,738,628 | 158,500 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $11,505,569 | 521,086 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $11,056,577 | 19,765 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $6,044,017 | 60,440 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $6,032,183 | 153,257 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,009,206 | 79,434 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $5,990,242 | 46,450 |
| VANGUARD ADMIRAL FDS INC | VOOV | 500 VAL IDX FD | $5,747,019 | 31,202 |
| SPDR INDEX SHS FDS | QEFA | MSCI EAFE STRTGC | $5,121,098 | 64,860 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.