SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $148,665,023 |
| Positions | 98 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $21,287,171 | 30,994 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $7,153,364 | 94,734 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $5,903,615 | 69,056 |
| VISA INC | V | COM CL A | $5,416,512 | 15,787 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $5,178,542 | 66,468 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $4,199,543 | 57,207 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,142,573 | 18,244 |
| JPMORGAN CHASE & CO | JPM | COM | $3,974,674 | 12,143 |
| CHEVRON CORPORATION | CVX | COM | $3,827,258 | 23,089 |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,773,630 | 13,419 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.