SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $133,359,905 |
| Positions | 33 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $33,233,611 | 385,809 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $27,639,805 | 74,694 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $20,182,522 | 409,548 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | FST LOW OPPT EFT | $13,532,910 | 271,854 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $11,382,477 | 52,230 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $6,472,539 | 21,353 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $2,772,264 | 28,749 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,163,610 | 3,150 |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $2,040,816 | 40,016 |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $1,647,195 | 32,518 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.