SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-04-12 |
| Reported value | $456,467,072 |
| Positions | 105 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $131,689,342 | 355,130 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $115,496,024 | 668,612 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $26,443,802 | 349,555 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $24,665,097 | 132,402 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $18,326,329 | 72,790 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $16,991,493 | 678,574 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $10,121,075 | 199,116 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $8,096,796 | 304,620 |
| ISHARES TR | IBDQ | IBONDS DEC25 ETF | $5,731,339 | 227,886 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,613,519 | 10,923 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.