SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $612,256,024 |
| Positions | 40 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $69,714,258 | 93,090 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $65,810,135 | 95,820 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $59,212,800 | 806,604 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $51,255,144 | 541,981 |
| ISHARES TR | AGG | CORE US AGGBD ET | $51,030,129 | 515,560 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $46,315,275 | 293,079 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $29,468,104 | 305,116 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $29,218,255 | 378,917 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $28,824,544 | 404,555 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $24,609,191 | 165,931 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.