SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-01-17 |
| Reported value | $335,844,460 |
| Positions | 98 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $73,622,968 | 117,397 |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $33,330,739 | 55,249 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $28,614,739 | 116,244 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $17,576,560 | 25,775 |
| ISHARES TR | EFA | MSCI EAFE ETF | $12,158,193 | 126,608 |
| ISHARES TR | AGG | CORE US AGGBD ET | $11,695,005 | 117,091 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $11,567,960 | 24,441 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $9,252,313 | 43,987 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $9,057,600 | 12 |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $8,786,416 | 27,202 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.