SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $155,712,152 |
| Positions | 68 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,280,623 | 32,441 |
| ISHARES TR | AGG | CORE US AGGBD ET | $18,918,855 | 191,138 |
| MORGAN STANLEY ETF TRUST | CVLC | CALVERT US LARCP | $11,956,690 | 126,566 |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $11,903,416 | 144,564 |
| ISHARES TR | EAGG | ESG AWR US AGRGT | $10,926,274 | 230,463 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $10,682,548 | 211,201 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,641,940 | 58,417 |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $5,285,514 | 52,430 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $4,947,671 | 57,874 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $3,334,590 | 30,985 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.