SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $181,519,103 |
| Positions | 17 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $45,602,948 | 60,894 |
| ISHARES TR | AGG | CORE US AGGBD ET | $31,003,522 | 313,230 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $25,238,831 | 170,176 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $19,391,955 | 248,902 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $16,071,147 | 166,661 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $11,850,589 | 287,287 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,003,868 | 18,927 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $6,771,847 | 168,412 |
| ISHARES TR | AOA | CORE 80 20 ETF | $4,880,457 | 50,005 |
| ISHARES TR | AOR | CORE 60 BALA ETF | $4,229,388 | 60,855 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.