SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $224,412,856 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $37,480,000 | 108,982 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $29,915,884 | 80,845 |
| ISHARES TR | EFA | MSCI EAFE ETF | $28,939,929 | 278,590 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $21,871,969 | 306,975 |
| ISHARES TR | IWB | RUS 1000 ETF | $17,426,682 | 42,556 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $16,326,662 | 74,917 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $15,179,335 | 50,522 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $10,427,247 | 121,050 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $9,424,418 | 110,240 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $9,296,994 | 30,671 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.