SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $332,056,149 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MORGAN STANLEY ETF TRUST | EVTR | EATON VANCE TOTA | $115,443,587 | 2,276,545 |
| GMO ETF TRUST | QLTY | GMO US QUALITY E | $51,376,393 | 1,234,416 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $47,661,577 | 201,427 |
| T ROWE PRICE ETF INC | TSPA | US EQUITY RESEAR | $33,655,412 | 708,088 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $29,205,150 | 39 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $11,820,147 | 228,674 |
| 2023 ETF SERIES TRUST | EAGL | EAGLE CAPITAL SE | $10,314,808 | 320,634 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,234,599 | 24,956 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,133,253 | 221,412 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,826,203 | 5,648 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.