SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-01-17 |
| Reported value | $163,196,000 |
| Positions | 181 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Russell 1000 ETF | IWB | Exchange-Traded Fund | $49,208,000 | 152,745 |
| iShares Core S&P Mid-Cap ETF | IJH | Exchange-Traded Fund | $47,624,000 | 764,313 |
| iShares National Muni Bond ETF | MUB | Exchange-Traded Fund | $15,255,000 | 143,173 |
| iShares Core US Aggregate Bond ETF | AGG | Exchange-Traded Fund | $12,971,000 | 133,863 |
| Microsoft Corp | MSFT | Stock | $6,761,000 | 16,041 |
| Starbucks Corp | SBUX | Stock | $3,925,000 | 43,020 |
| Vanguard Small-Cap ETF | VB | Exchange-Traded Fund | $3,494,000 | 14,544 |
| Apple Inc | AAPL | Stock | $2,607,000 | 10,413 |
| Vanguard Total Stock Market ETF | VTI | Exchange-Traded Fund | $2,408,000 | 8,309 |
| Vanguard Dividend Appreciation ETF | VIG | Exchange-Traded Fund | $1,912,000 | 9,764 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.