SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $227,057,847 |
| Positions | 127 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $27,965,177 | 118,186 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $18,559,974 | 369,500 |
| ISHARES TR | SMLF | US SML CAP EQT | $9,616,688 | 107,883 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $9,310,584 | 176,471 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $8,784,361 | 282,455 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $8,296,253 | 182,375 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $7,058,319 | 78,339 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $5,863,312 | 61,319 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $5,360,179 | 73,017 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $4,993,892 | 9,980 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.