SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $181,771,354 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Core S&P 500 Index | IVV | CORE S&P500 ETF | $46,935,183 | 62,673 |
| Vanguard Short-Term Bond | BSV | SHORT TRM BOND | $13,309,443 | 170,831 |
| Vanguard Total Bond Market | BND | TOTAL BND MRKT | $13,114,550 | 178,648 |
| iShares Core US Aggregate Bond | AGG | CORE US AGGBD ET | $12,996,371 | 131,303 |
| Vanguard Total International Stock | VXUS | VG TL INTL STK F | $6,644,283 | 77,720 |
| iShares Russell Mid-Cap Index | IWR | RUS MID CAP ETF | $5,971,291 | 54,127 |
| Microsoft | MSFT | COM | $5,869,843 | 15,736 |
| Apple | AAPL | COM | $5,075,026 | 17,539 |
| Vanguard Short-Term Inflation-Protected Securities | VTIP | STRM INFPROIDX | $5,023,151 | 100,003 |
| State Street Technology Select Sector SPDR | XLK | ST STR TECHN ETF | $4,670,217 | 24,513 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.