SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $471,711,798 |
| Positions | 167 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $76,202,085 | 110,951 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $23,835,322 | 31,837 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $18,147,840 | 234,976 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $18,002,408 | 130,898 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $15,178,536 | 66,848 |
| MCDONALDS CORP | MCD | COM | $14,363,405 | 53,137 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $13,970,683 | 168,647 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $13,004,926 | 150,974 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $12,536,645 | 51,593 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,299,024 | 172,618 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.