SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $154,563,907 |
| Positions | 13 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $44,503,405 | 116,862 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $19,545,211 | 202,436 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $17,476,085 | 241,249 |
| ISHARES TR | AGG | CORE US AGGBD ET | $14,770,218 | 151,241 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $9,895,191 | 111,070 |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $8,834,649 | 29,643 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $8,598,903 | 52,020 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $8,597,299 | 35,246 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $8,257,913 | 83,481 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $6,777,600 | 86,240 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.