SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $445,550,203 |
| Positions | 84 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $42,108,702 | 590,999 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $35,376,648 | 428,030 |
| ISHARES TR | IVV | CORE S&P500 ETF | $35,030,763 | 46,777 |
| ISHARES TR | GVI | INTRM GOV CR ETF | $24,434,295 | 230,306 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $23,419,618 | 303,717 |
| ISHARES TR | AGG | CORE US AGGBD ET | $18,479,566 | 186,700 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $18,191,005 | 304,758 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $14,926,512 | 100,644 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $13,091,987 | 138,437 |
| ISHARES TR | INTF | INTL EQTY FACTOR | $10,907,771 | 266,303 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.