SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-05 |
| Reported value | $319,718,199 |
| Positions | 116 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $60,981,805 | 103,591 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $29,358,239 | 417,732 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $24,533,675 | 393,736 |
| APPLE INC | AAPL | COM | $19,824,617 | 79,165 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $15,035,502 | 130,494 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $12,305,050 | 235,639 |
| MICROSOFT CORP | MSFT | COM | $8,366,448 | 19,849 |
| ISHARES TR | SCZ | EAFE SML CP ETF | $7,674,352 | 126,327 |
| ORACLE CORP | ORCL | COM | $7,181,208 | 43,094 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,141,788 | 24,643 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.