SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $241,467,938 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $53,041,421 | 744,441 |
| ISHARES TR | IVV | CORE S&P500 ETF | $43,106,108 | 57,560 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $30,390,567 | 509,140 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $24,929,046 | 323,292 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $16,357,851 | 110,295 |
| GRACO INC | GGG | COM | $11,622,240 | 153,713 |
| SPDR INDEX SHS FDS | GNR | ST STR NAT ETF | $10,812,611 | 160,639 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $9,686,876 | 100,455 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,224,699 | 43,743 |
| UNITEDHEALTH GROUP INC | UNH | COM | $3,975,917 | 9,566 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.