SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $276,879,046 |
| Positions | 147 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $23,258,454 | 461,569 |
| ISHARES TR | IAGG | CORE INTL AGGR | $20,070,484 | 396,650 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,929,585 | 181,468 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $12,373,107 | 168,548 |
| APPLE INC | AAPL | COM | $10,180,424 | 35,183 |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $9,858,804 | 190,398 |
| ISHARES TR | DMXF | ESG EAFE ETF | $9,132,869 | 107,954 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $8,872,714 | 100,964 |
| SPDR SERIES TRUST | SPAB | ST STR AGGRE ETF | $7,956,307 | 311,768 |
| TCW ETF TRUST | VOTE | TRANSFRM 500 ETF | $7,560,271 | 85,748 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.