SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-14 |
| Reported value | $288,013,275 |
| Positions | 119 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IBTH | IBONDS 27 TRM TS | $26,534,402 | 1,178,521 |
| SPDR SERIES TRUST | SPIB | PORTFOLIO INTRMD | $22,627,445 | 667,870 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $16,776,726 | 142,417 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $15,561,782 | 83,774 |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $13,864,936 | 298,749 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,270,818 | 458,722 |
| SPDR INDEX SHS FDS | SPDW | PORTFOLIO DEVLPD | $12,130,250 | 278,664 |
| SPDR SERIES TRUST | SPYG | PRTFLO S&P500 GW | $11,057,736 | 102,330 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $10,889,952 | 94,155 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREATION UNI | $10,667,265 | 237,737 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.