SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-19 |
| Reported value | $524,350,853 |
| Positions | 189 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $41,034,102 | 54,793 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $26,807,005 | 323,600 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $25,319,586 | 265,293 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $23,029,727 | 185,469 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $19,428,986 | 201,170 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $17,577,786 | 58,505 |
| ELEVATION SERIES TRUST | DIVZ | POLEN DIVID ETF | $16,248,488 | 434,705 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $15,947,222 | 206,811 |
| ISHARES TR | IWR | RUS MID CAP ETF | $15,065,332 | 136,560 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $13,622,138 | 155,008 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.