SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-23 |
| Reported value | $338,998,420 |
| Positions | 591 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $35,761,676 | 268,260 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $35,012,482 | 690,854 |
| VANGUARD ADMIRAL FDS INC | VOOG | 500 GRTH IDX F | $34,027,649 | 85,811 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $23,131,190 | 405,739 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $23,103,053 | 37,393 |
| SPDR INDEX SHS FDS | SPDW | PORTFOLIO DEVLPD | $22,133,775 | 546,648 |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $17,750,042 | 312,226 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $15,849,500 | 56,640 |
| J P MORGAN EXCHANGE TRADED F | BBAG | BETABUILDERS US | $15,722,461 | 340,534 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $15,392,934 | 64,955 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.