SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $242,003,501 |
| Positions | 28 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $54,666,810 | 79,595 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $23,271,940 | 95,773 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,728,868 | 290,931 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $15,970,549 | 267,558 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $15,947,379 | 274,010 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $14,764,478 | 201,124 |
| MICROSOFT CORP | MSFT | COM | $12,792,196 | 34,294 |
| VANGUARD WORLD FD | VDE | ENERGY ETF | $12,750,075 | 84,927 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $11,211,917 | 116,270 |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $11,139,016 | 37,253 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.