SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $241,862,352 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $97,403,958 | 263,225 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $20,218,950 | 27 |
| ISHARES TR | AGG | CORE US AGGBD ET | $19,928,604 | 201,340 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,910,171 | 223,301 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $12,157,166 | 142,206 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $5,954,891 | 76,433 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $5,936,450 | 77,398 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,833,095 | 6,472 |
| FIRST BUSEY CORP | BUSE | COM NEW | $4,627,429 | 156,862 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,833,544 | 52,221 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.