SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $471,427,056 |
| Positions | 146 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IWF | RUS 1000 GRW ETF | $69,460,671 | 559,400 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $61,450,076 | 253,476 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $41,310,918 | 137,497 |
| ISHARES TR | EFA | MSCI EAFE ETF | $36,630,774 | 352,626 |
| APPLE INC | AAPL | COM | $27,626,836 | 95,476 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $19,353,390 | 244,887 |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $14,546,887 | 123,856 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,557,930 | 18,155 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,484,675 | 189,259 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $13,208,578 | 252,024 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.