SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $181,495,810 |
| Positions | 811 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $27,374,508 | 39,857 |
| ISHARES TR | IVV | CORE S&P500 ETF | $22,736,724 | 30,361 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,277,443 | 214,420 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $7,800,513 | 114,697 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $6,933,333 | 50,413 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $6,597,622 | 136,230 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $6,232,403 | 104,413 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $6,044,099 | 77,578 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $5,510,463 | 24,269 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,120,243 | 61,809 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.