SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $141,300,510 |
| Positions | 84 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $12,862,867 | 149,325 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $8,970,434 | 166,058 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $8,865,611 | 36,570 |
| LINCOLN ELEC HLDGS INC | LECO | COM | $8,708,728 | 32,800 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $8,471,607 | 40,894 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $8,311,094 | 164,316 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $5,916,991 | 54,980 |
| ISHARES TR | IJT | S&P SML 600 GWT | $5,654,534 | 31,660 |
| ISHARES TR | IJS | SP SMCP600VL ETF | $5,554,362 | 40,638 |
| WALMART INC | WMT | COM | $4,868,829 | 40,978 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.