SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $163,169,126 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | AGG | CORE US AGGBD ET | $33,409,016 | 337,533 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,286,445 | 439,108 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $22,707,453 | 106,723 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $22,524,824 | 30,163 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $13,419,207 | 224,815 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $10,799,256 | 140,050 |
| XOMETRY INC | XMTR | CLASS A COM | $3,437,656 | 35,616 |
| ALPHATEC HLDGS INC | ATEC | COM NEW | $2,845,530 | 328,963 |
| WORKIVA INC | WK | COM CL A | $2,707,198 | 55,807 |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $2,686,168 | 59,245 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.