SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $357,433,227 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STREET SPDR S&P ETF TRUST | SPY | TR UNIT | $137,834,326 | 184,574 |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | CORE US AG | $86,482,092 | 873,733 |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | LONG TERM | $41,303,407 | 599,208 |
| ISHARES RUSSELL ETF | IWM | RUSSELL 20 | $36,458,105 | 121,345 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | MSCI EMG M | $13,851,520 | 202,478 |
| ISHARES MSCI EAFE ETF | EFA | MSCI EAFE | $12,086,126 | 116,347 |
| VANGUARD SHORT-TERM CORPORATE BOND | VCSH | SHRT TRM C | $7,224,844 | 91,419 |
| VANGUARD SHORT-TERM TREASURY INDEX | VGSH | SHORT TERM | $7,193,520 | 123,600 |
| INVESCO QQQ TRUST, SERIES TRUST | QQQ | UNIT SER 1 | $5,081,160 | 6,900 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | US DIVIDEN | $5,079,942 | 160,200 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.