SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $1,289,356,001 |
| Positions | 201 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Vanguard Total Stock Market ET | VTI | Com | $294,127,404 | 794,853 |
| iShares Core MSCI EAFE ETF | IEFA | Com | $151,396,683 | 1,567,578 |
| iShares Russell 1000 Growth ET | IWF | Com | $90,878,036 | 731,884 |
| iShares Core S&P Small-Cap ETF | IJR | Com | $74,451,917 | 502,002 |
| iShares Russell 1000 Value ETF | IWD | Com | $64,446,379 | 265,835 |
| iShares Core Dividend Growth | DGRO | Com | $63,592,433 | 839,061 |
| iShares Core S&P Mid-Cap ETF | IJH | Com | $54,878,570 | 711,692 |
| iShares Core US Aggregate Bond | AGG | Com | $38,467,191 | 388,636 |
| State Street SPDR S&P 500 ETF | SPY | Com | $32,621,901 | 43,684 |
| First Business Financial Servi | FBIZ | Com | $21,489,739 | 340,189 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.