SEC Form 13F

Hofer & Associates. Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$206,860,094
Positions70

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$24,668,213207,313
SPDR SERIES TRUSTBILST STR BLO 1 ETF$16,617,883181,339
SPDR SERIES TRUSTSPYVST STR P500VAL$13,781,293226,703
VANGUARD INDEX FDSVUGGROWTH ETF$12,087,821140,328
AMGEN INCAMGNCOM$9,950,95027,480
VANGUARD MALVERN FDSVCRBCORE BD ETF$7,762,701100,511
SSGA ACTIVE TRSTOTST STR TOTAL ETF$7,505,161159,481
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$7,226,26530,540
SPDR SERIES TRUSTSPSMST STR SP600 SML$6,834,235118,506
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$6,595,15841,734

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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