SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-07 |
| Reported value | $284,182,077 |
| Positions | 152 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | IVV | ETF | $131,568,329 | 211,899 |
| iShares Core S&P Mid-Cap ETF | IJH | ETF | $21,653,869 | 349,143 |
| iShares Core S&P Small-Cap ETF | IJR | ETF | $17,933,935 | 164,095 |
| Procter & Gamble Co | PG | Stock | $10,763,596 | 67,560 |
| Apple Inc | AAPL | Stock | $4,570,736 | 22,278 |
| iShares Russell 1000 Growth ETF | IWF | ETF | $3,441,114 | 8,105 |
| Microsoft Corp | MSFT | Stock | $3,437,759 | 6,911 |
| NVIDIA Corp | NVDA | Stock | $2,578,307 | 16,319 |
| Vanguard Total Stock Market ETF | VTI | ETF | $2,395,737 | 7,883 |
| General Electric Co | GE | Stock | $2,278,782 | 8,853 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.