SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-10 |
| Reported value | $437,518,000 |
| Positions | 258 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $101,503,000 | 459,850 |
| MICROSOFT CORP | MSFT | COM | $20,117,000 | 51,179 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $17,328,000 | 44,522 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $15,878,000 | 30,195 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $10,498,000 | 18,244 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $8,796,000 | 50,390 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $8,291,000 | 101,930 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREATION UNI | $7,579,000 | 293,543 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $7,334,000 | 145,061 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREATION UNI | $6,859,000 | 188,067 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.