SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $340,104,372 |
| Positions | 145 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $36,828,905 | 168,994 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $34,013,429 | 394,862 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $23,764,280 | 333,534 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $11,263,138 | 15,295 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $10,382,415 | 306,809 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $10,210,385 | 126,727 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $9,632,457 | 40,709 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $9,097,294 | 13,246 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $7,293,531 | 263,304 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $6,732,476 | 78,752 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.