SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $229,626,577 |
| Positions | 40 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $46,869,669 | 62,586 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $36,932,770 | 1,333,313 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $23,818,389 | 308,888 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $14,713,342 | 200,427 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $14,356,402 | 240,516 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $9,380,735 | 44,089 |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $9,364,134 | 217,064 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,735,044 | 10,358 |
| ISHARES TR | VLUE | MSCI USA VALUE | $7,145,437 | 35,761 |
| SELECT SECTOR SPDR TR | XLRE | ST STR REAL ETF | $6,947,574 | 157,792 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.