SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $490,279,362 |
| Positions | 129 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $84,903,121 | 123,620 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $30,659,718 | 417,650 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $21,599,995 | 303,158 |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $20,280,588 | 381,429 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $19,918,801 | 80,902 |
| ISHARES TR | MTUM | MSCI USA MMENTM | $18,251,947 | 53,239 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $17,553,058 | 319,089 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $17,474,091 | 360,811 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $16,475,438 | 371,403 |
| ISHARES TR | USHY | BROAD USD HIGH | $15,118,685 | 408,392 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.