SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $325,964,421 |
| Positions | 184 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| IShares Inc. TR Core MSCI EAFE ETF | IEFA | International Equity ETF | $24,655,425 | 255,285 |
| Schwab US Large Cap Value ETF | SCHV | Exchange Traded Fund | $22,338,586 | 641,729 |
| Schwab US Large Cap Growth ETF | SCHG | Exchange Traded Fund | $21,417,370 | 632,901 |
| IShares TR Russell 3000 ETF | IWV | Exchange Traded Fund | $10,126,147 | 23,748 |
| Apple Inc. | AAPL | Common Stock | $9,613,118 | 33,222 |
| Microsoft Corp. | MSFT | Common Stock | $9,328,381 | 25,008 |
| LCNB Corp. | LCNB | Common Stock | $8,899,890 | 505,963 |
| SPDR S&P 500 Trust ETF | SPY | Exchange Traded Fund | $7,773,129 | 10,409 |
| Lam Research Corporation | LRCX | Common Stock | $7,585,875 | 17,506 |
| Alphabet Inc. | GOOG | Common Stock | $7,447,296 | 21,077 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.