SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $214,128,621 |
| Positions | 199 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $10,835,302 | 14,309 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $9,348,725 | 120,461 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $9,345,138 | 12,403 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,584,680 | 20,371 |
| APPLE INC | AAPL | COM | $6,246,697 | 19,782 |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $6,077,390 | 32,747 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $6,072,520 | 208,190 |
| NVIDIA CORPORATION | NVDA | COM | $5,847,674 | 28,628 |
| WALMART INC | WMT | COM | $5,785,873 | 50,990 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $5,541,792 | 230,209 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.