SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $501,475,077 |
| Positions | 106 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $50,015,167 | 701,967 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $48,564,852 | 563,790 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $42,773,896 | 564,374 |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $40,075,037 | 263,340 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $36,808,557 | 121,432 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $35,203,476 | 222,765 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $33,320,549 | 421,619 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $29,864,860 | 513,142 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $29,580,841 | 367,145 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $16,311,589 | 211,201 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.