SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-11 |
| Reported value | $120,830,172 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $27,074,940 | 93,423 |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,626,069 | 14,653 |
| ISHARES TR | IUSB | CORE TOTAL USD | $5,673,457 | 125,519 |
| APPLE INC | AAPL | COM | $5,254,078 | 20,981 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $5,020,082 | 81,840 |
| MICROSOFT CORP | MSFT | COM | $3,933,302 | 9,332 |
| ISHARES TR | EFV | EAFE VALUE ETF | $3,773,001 | 71,908 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $2,482,886 | 3,994 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,353,356 | 12,018 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $2,256,186 | 30,192 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.