SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $213,459,582 |
| Positions | 50 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $30,926,840 | 145,353 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,359,468 | 40,539 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $29,939,613 | 420,205 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $29,111,189 | 58,177 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $19,162,069 | 245,951 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $11,920,791 | 155,421 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $9,368,013 | 63,165 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,831,618 | 114,533 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,497,237 | 125,603 |
| ISHARES TR | TIP | TIPS BD ETF | $4,915,046 | 44,915 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.