SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $638,738,251 |
| Positions | 179 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $77,267,299 | 102,670 |
| APPLE INC | AAPL | COM | $43,032,254 | 135,616 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $27,953,603 | 371,526 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $21,622,722 | 93,654 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $19,815,493 | 136,668 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $18,177,675 | 133,209 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $15,054,884 | 40,713 |
| ISHARES TR | IBDU | IBONDS DEC 29 | $14,651,314 | 636,737 |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $13,922,301 | 644,551 |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $13,620,731 | 660,559 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.