SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $123,469,849 |
| Positions | 73 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $11,949,749 | 80,573 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,133,379 | 30,088 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $8,636,364 | 36,501 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,342,507 | 108,190 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $7,821,555 | 103,583 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $7,357,469 | 46,557 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $6,969,950 | 32,758 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $5,327,502 | 183,961 |
| PIMCO DYNAMIC INCOME FD | PDI | SHS | $4,168,643 | 249,620 |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,062,253 | 5,424 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.