SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-02-13 |
| Reported value | $900,456,400 |
| Positions | 305 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MIDWESTONE FINL GROUP INC NE | MOFG | COM | $156,096,671 | 4,054,459 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $35,214,225 | 1,189,268 |
| APPLE INC | AAPL | COM | $35,078,639 | 129,033 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $32,149,549 | 264,062 |
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $24,795,120 | 309,089 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $24,319,540 | 227,052 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,998,718 | 268,262 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $18,901,758 | 720,616 |
| SPDR SERIES TRUST | SPAB | STATE STREET SPD | $16,257,082 | 631,343 |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $15,791,742 | 208,197 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.