SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $249,670,122 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $68,911,812 | 186,228 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $41,537,096 | 565,823 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $28,458,606 | 399,419 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $15,519,761 | 306,836 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $13,296,145 | 80,941 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,009,471 | 150,938 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $7,969,091 | 164,549 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $6,652,126 | 128,693 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $6,131,865 | 56,977 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $4,353,875 | 50,544 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.