SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $225,999,957 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $16,878,356 | 24,575 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $11,561,977 | 70,642 |
| ISHARES TR | IFRA | US INFRASTRUC | $11,418,373 | 181,129 |
| SPDR SERIES TRUST | EFIV | SPDR S&P 500 ESG | $11,333,614 | 155,404 |
| NUSHARES ETF TR | NULG | NUVEEN ESG LRGCP | $10,108,014 | 86,349 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $9,507,520 | 176,000 |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $9,170,550 | 89,199 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $7,798,263 | 128,282 |
| LEGG MASON ETF INVT | LVHI | FRANKLIN INTL LW | $7,656,929 | 188,664 |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $7,041,065 | 128,745 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.