SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $652,547,801 |
| Positions | 140 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $32,725,614 | 647,007 |
| MERCK & CO INC | MRK | COM | $23,104,172 | 179,799 |
| ISHARES TR | AGG | CORE US AGGBD ET | $21,398,783 | 216,193 |
| MICROSOFT CORP | MSFT | COM | $17,148,102 | 45,971 |
| ALPHABET INC | GOOGL | CAP STK CL A | $16,749,932 | 46,870 |
| TOYOTA MOTOR CORP | TM | ADS | $15,761,586 | 93,585 |
| EXXON MOBIL CORP | XOM | COM | $15,476,567 | 113,199 |
| UNITEDHEALTH GROUP INC | UNH | COM | $15,220,371 | 36,620 |
| CHEVRON CORPORATION | CVX | COM | $12,066,002 | 72,792 |
| JPMORGAN CHASE & CO | JPM | COM | $11,346,240 | 34,663 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.