SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $141,908,278 |
| Positions | 39 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | VOOG | 500 GRTH IDX F | $30,981,971 | 374,994 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $23,381,395 | 304,842 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $23,061,843 | 31,317 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $19,156,609 | 388,730 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $12,776,735 | 80,850 |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $5,706,481 | 125,860 |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $2,775,290 | 20,178 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,749,374 | 7,430 |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $2,651,588 | 38,761 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,518,221 | 35,344 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.