SEC Form 13F

RETIREMENT CAPITAL STRATEGIES 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$287,968,932
Positions68

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$34,180,410217,779
VANGUARD INDEX FDSVTITOTAL STK MKT$32,148,13486,877
VANGUARD BD INDEX FDSBIVINTERMED TERM$19,823,431258,454
ISHARES TRAGGCORE US AGGBD ET$19,499,453197,004
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$16,288,38623,716
SPDR SERIES TRUSTSPTMST STR PR SP1500$12,029,766132,501
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$11,445,939226,339
SPDR SERIES TRUSTEFIVSPDR S&P 500 ESG$11,433,528156,774
ISHARES TRIUSBCORE UNIVRSL USD$10,146,954219,869
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$9,079,674123,684

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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