SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-13 |
| Reported value | $125,268,530 |
| Positions | 63 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $32,950,919 | 49,232 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $14,128,609 | 117,036 |
| APPLE INC | AAPL | COM | $7,301,569 | 28,675 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,298,853 | 121,810 |
| ISHARES TR | EFV | EAFE VALUE ETF | $7,094,501 | 104,592 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,095,720 | 69,817 |
| AMAZON COM INC | AMZN | COM | $4,254,779 | 19,378 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,752,196 | 69,254 |
| NVIDIA CORPORATION | NVDA | COM | $3,656,250 | 19,596 |
| MICROSOFT CORP | MSFT | COM | $3,111,355 | 6,007 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.