SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $290,193,734 |
| Positions | 69 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $95,115,032 | 127,022 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $43,244,157 | 607,015 |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $25,419,101 | 263,948 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $17,241,374 | 658,570 |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $15,591,183 | 141,289 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,131,353 | 27,384 |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $9,621,472 | 117,175 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,290,531 | 122,146 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,937,253 | 8,643 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,895,593 | 63,507 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.