SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $230,796,331 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $30,385,866 | 40,575 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $24,537,319 | 206,213 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $24,198,647 | 339,630 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $12,955,773 | 81,983 |
| ISHARES TR | IBDZ | IBONDS DEC 2034 | $12,800,058 | 491,365 |
| ISHARES TR | IBDX | IBONDS DEC 2032 | $12,776,746 | 507,215 |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $12,425,978 | 569,999 |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $12,066,256 | 578,995 |
| ISHARES TR | Unresolved | IBONDS DEC 2033 | $11,646,757 | 452,389 |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $10,784,983 | 65,983 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.