SEC Form 13F

Virginia Estate & Retirement Planning Advisors Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$83,043,877
Positions186

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSGOV0-3 MTH TREASURY$23,330,591231,753
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$10,894,95010,533,989
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,587,01313,974
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$8,707,3718,707,371
INVESCO QQQ TRQQQUNIT SER 1$6,224,2978,470
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$2,838,99689,530
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$2,814,63431,239
INVESCO EXCHANGE TRADED FD TXSMOS&P SMLCP MOMENT$2,732,36312,839
SPROTT ASSET MANAGEMENT LPPSLVPHYSICAL SILVER$2,562,32884,891
ETF SER SOLUTIONSSPDVAAM S&P 500$2,280,71374,580

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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