SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $601,381,055 |
| Positions | 207 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $40,903,263 | 574,081 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $30,588,898 | 82,664 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $19,645,195 | 28,604 |
| FIRST TR EXCHANGE-TRADED FD | AIRR | RBA INDL ETF | $14,834,154 | 111,326 |
| ISHARES TR | IVV | CORE S&P500 ETF | $14,808,751 | 19,774 |
| LAM RESEARCH CORP | LRCX | COM NEW | $14,777,554 | 34,102 |
| FIRST TR EXCHANGE-TRADED FD | SDVY | SMID RISNG ETF | $14,386,411 | 333,482 |
| FIRST TR EXCHNG TRADED FD VI | DECM | FT VEST US EQUIT | $13,611,771 | 403,734 |
| WISDOMTREE TR | DXJ | JAPN HEDGE EQT | $13,200,316 | 76,074 |
| ISHARES TR | EFA | MSCI EAFE ETF | $13,121,374 | 126,313 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.