SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $322,549,778 |
| Positions | 58 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $71,146,916 | 825,945 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $68,457,385 | 866,220 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $51,402,730 | 584,920 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $31,677,387 | 850,171 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $29,949,011 | 387,776 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $16,015,595 | 421,907 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $9,327,438 | 189,274 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $8,418,129 | 120,431 |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,230,410 | 32,637 |
| ELI LILLY & CO | LLY | COM | $2,623,222 | 2,187 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.