SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $136,134,804 |
| Positions | 50 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $18,909,238 | 51,101 |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $11,458,276 | 215,503 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $10,023,298 | 193,912 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $8,319,942 | 101,537 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,158,792 | 114,509 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $8,059,154 | 153,771 |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $5,499,641 | 46,825 |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $5,460,028 | 66,497 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $5,251,275 | 51,402 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,952,792 | 6,632 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.