SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $290,516,302 |
| Positions | 131 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $13,033,055 | 17,403 |
| ISHARES TR | AGG | CORE US AGGBD ET | $11,783,371 | 119,048 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $10,610,822 | 15,449 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $10,545,566 | 122,424 |
| GOLDMAN SACHS ETF TR | GSUS | MARKETBETA US EQ | $9,792,183 | 94,978 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $9,670,813 | 135,731 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $8,113,301 | 175,803 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,852,770 | 36,033 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $6,299,395 | 25,925 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $6,275,658 | 173,074 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.