SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-18 |
| Reported value | $297,679,915 |
| Positions | 21 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IEFA | CORE MSCI EAFE | $68,384,403 | 819,171 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $64,583,273 | 113,697 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $40,174,487 | 65,023 |
| SPDR SER TR | SPLG | PORTFOLIO S&P500 | $31,577,078 | 434,407 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $21,252,778 | 354,036 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $13,387,714 | 215,861 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,669,830 | 478,107 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $10,709,069 | 25,223 |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $5,815,261 | 117,149 |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $5,600,593 | 109,046 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.