SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $502,575,445 |
| Positions | 102 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IWD | RUS 1000 VAL ETF | $65,884,591 | 271,741 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $47,479,649 | 382,370 |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $35,997,367 | 526,196 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,461,860 | 441,569 |
| ISHARES TR | AGG | CORE US AGGBD ET | $29,770,448 | 300,743 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $29,018,421 | 96,580 |
| ISHARES TR | IVV | CORE S&P500 ETF | $20,568,972 | 27,441 |
| ISHARES TR | LRGF | U S EQUITY FACTR | $20,237,643 | 267,564 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $16,695,809 | 193,821 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $16,021,604 | 108,001 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.