SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $265,515,710 |
| Positions | 37 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $66,045,789 | 499,439 |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $44,243,562 | 430,343 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $42,529,270 | 259,848 |
| ISHARES TR | EUSB | ESG ADVAN ETF | $27,726,618 | 638,127 |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $27,245,261 | 498,176 |
| ISHARES TR | SUSC | ESG AWRE USD ETF | $14,297,819 | 617,579 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $7,463,482 | 69,350 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $6,159,021 | 224,209 |
| APPLE INC | AAPL | COM | $5,586,972 | 19,308 |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $4,529,138 | 181,238 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.