SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $809,534,043 |
| Positions | 203 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $81,598,815 | 108,112 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $72,934,432 | 841,422 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $67,028,988 | 305,455 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $66,054,376 | 1,435,965 |
| APPLE INC | AAPL | COM | $60,585,714 | 193,775 |
| ISHARES TR | EFV | EAFE VALUE ETF | $34,724,251 | 442,403 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $34,197,835 | 417,047 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $24,187,044 | 146,606 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $22,157,035 | 177,115 |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $22,023,414 | 119,973 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.