SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $399,771,049 |
| Positions | 162 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $33,666,036 | 44,954 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $32,573,203 | 47,427 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $23,468,272 | 280,218 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $21,923,174 | 284,311 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $21,921,862 | 272,085 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $18,015,052 | 36,002 |
| APPLE INC | AAPL | COM | $17,970,203 | 62,103 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $16,400,760 | 44,321 |
| ISHARES TR | AGG | CORE US AGGBD ET | $12,058,431 | 121,827 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $10,021,767 | 33,062 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.