SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $178,849,516 |
| Positions | 51 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $28,082,835 | 49,439 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $19,296,061 | 338,468 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $14,530,749 | 26,341 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,854,693 | 158,809 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $7,813,286 | 32,970 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | COM | $6,138,176 | 548,051 |
| MORGAN STANLEY EMERGING MKTS | EDD | COM | $5,366,513 | 1,048,147 |
| BLACKROCK CR ALLOCATION | BTZ | COM | $4,588,431 | 420,186 |
| BLACKROCK MUNIYILD QULT FD I | MQY | COM | $4,457,605 | 401,225 |
| BLACKROCK CORPOR HI YLD FD I | HYT | COM | $4,414,859 | 452,806 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.