SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-06-16 |
| Reported value | $235,241,664 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Vanguard Index Funds | VTI | VANGUARD TOTAL STOCK MARKET ETF | $45,953,817 | 143,243 |
| Vanguard Index Funds | VOO | VANGUARD S&P 500 ETF | $36,356,492 | 60,843 |
| Vanguard Specialized Funds | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22,486,396 | 104,559 |
| iShares Trust | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $16,420,863 | 189,530 |
| SPDR Gold Trust | GLD | SPDR GOLD SHARES | $13,892,343 | 32,286 |
| John Hancock Exchange-Traded Fund Trust | JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $12,078,852 | 179,959 |
| Invesco Exchange-Traded Fund Trust II | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $10,846,324 | 56,515 |
| iShares Trust | IVV | ISHARES CORE S&P 500 ETF | $6,430,647 | 9,845 |
| Dimensional ETF Trust | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $6,416,372 | 164,691 |
| iShares Trust | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6,235,332 | 89,395 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.