SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $224,979,564 |
| Positions | 114 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $62,858,425 | 185,576 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $24,292,565 | 203,251 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $12,719,946 | 163,265 |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $8,167,271 | 177,357 |
| RIVIAN AUTOMOTIVE INC | RIVN | COM CL A | $6,414,416 | 369,707 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,229,152 | 7,614 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $4,549,044 | 27,794 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $4,156,017 | 48,614 |
| AMERICAN EXPRESS CO | AXP | COM | $4,043,779 | 11,955 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,373,523 | 4,506 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.