SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $318,682,062 |
| Positions | 123 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IUSB | CORE UNIVRSL USD | $30,027,648 | 650,653 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $19,101,349 | 27,812 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,855,562 | 48,253 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $17,488,363 | 516,796 |
| MICROSOFT CORP | MSFT | COM | $16,869,642 | 45,224 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $15,951,895 | 234,552 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $12,588,562 | 131,900 |
| BLACKROCK ETF TRUST | CORO | ISHA IN CTRY ETF | $11,882,739 | 324,665 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $9,910,888 | 92,092 |
| BLACKROCK ETF TRUST | BLCV | ISHA LA VALU ETF | $8,849,836 | 214,230 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.