SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $314,605,536 |
| Positions | 139 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $26,678,792 | 35,624 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $18,857,517 | 228,161 |
| AMAZON COM INC | AMZN | COM | $15,926,080 | 66,821 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $15,657,090 | 131,583 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $13,604,558 | 172,144 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $11,927,174 | 23,836 |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $10,625,515 | 209,246 |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,865,045 | 22,008 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $7,610,517 | 108,877 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $7,309,520 | 95,674 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.