SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $658,506,657 |
| Positions | 223 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $87,151,914 | 126,894 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $73,134,419 | 1,026,448 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $72,733,415 | 97,397 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $59,638,508 | 812,403 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $56,174,199 | 1,110,601 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $39,686,239 | 986,974 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $29,630,471 | 384,262 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $28,014,478 | 290,065 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $22,622,275 | 273,712 |
| ISHARES TR | TIP | TIPS BD ETF | $20,932,890 | 191,290 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.