SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $151,176,435 |
| Positions | 58 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $17,579,203 | 118,530 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $16,741,828 | 218,277 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $16,093,180 | 208,704 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $5,958,603 | 61,792 |
| ISHARES TR | IUSG | CORE S&P US GWT | $5,241,393 | 27,866 |
| ISHARES TR | IJT | S&P SML 600 GWT | $5,222,264 | 29,240 |
| ISHARES TR | IJK | S&P MC 400GR ETF | $5,131,225 | 43,670 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,112,614 | 7,444 |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $5,012,270 | 35,201 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $4,729,059 | 60,699 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.