SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $117,043,857 |
| Positions | 31 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $65,021,309 | 86,824 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $19,727,738 | 255,839 |
| ISHARES TR | AGG | CORE US AGGBD ET | $7,492,999 | 75,702 |
| ISHARES TR | IWB | RUS 1000 ETF | $4,104,009 | 10,022 |
| LITMAN GREGORY FDS TR | DBMF | IMGP DBI MAN ETF | $3,081,498 | 100,670 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,392,720 | 22,233 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,232,220 | 26,946 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $2,166,880 | 17,416 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,116,026 | 14,268 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,249,654 | 17,539 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.