SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $115,870,470 |
| Positions | 34 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | STATE STREET SPD | $19,545,826 | 164,264 |
| SPDR SERIES TRUST | SPYV | STATE STREET SPD | $13,911,808 | 228,850 |
| ISHARES TR | USMV | MSCI USA MIN VOL | $9,059,564 | 93,920 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $7,523,026 | 337,507 |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $7,396,022 | 84,324 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $7,159,751 | 52,060 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,906,377 | 18,664 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $6,162,091 | 20,510 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $5,086,720 | 160,414 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,113,669 | 53,348 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.