SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $283,719,091 |
| Positions | 107 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $48,226,179 | 610,226 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $42,517,674 | 596,739 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $39,993,339 | 496,380 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $23,632,658 | 588,902 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $15,254,130 | 289,123 |
| SPDR SERIES TRUST | CWB | ST STR CONV ETF | $12,898,507 | 119,630 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $12,851,170 | 379,763 |
| APPLE INC | AAPL | COM | $10,232,856 | 35,364 |
| MICROSOFT CORP | MSFT | COM | $4,293,919 | 11,511 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $3,552,841 | 70,242 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.