SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $398,387,773 |
| Positions | 113 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $47,473,840 | 320,095 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $37,772,671 | 489,850 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $34,773,345 | 360,045 |
| PROCTER & GAMBLE CO | PG | COM | $15,663,423 | 106,814 |
| KLA CORP | KLAC | COM NEW | $13,326,044 | 44,168 |
| ISHARES TR | SCZ | EAFE SML CP ETF | $12,152,243 | 147,709 |
| APPLIED MATLS INC | AMAT | COM | $10,475,302 | 14,488 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,747,644 | 13,013 |
| APPLE INC | AAPL | COM | $9,566,442 | 33,060 |
| LAM RESEARCH CORP | LRCX | COM NEW | $8,767,057 | 20,231 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.