SEC Form 13F
| Report period | 2024-09-30 |
|---|---|
| Publicly available | 2024-11-09 |
| Reported value | $35,907,912 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $17,345,943 | 30,232 |
| ISHARES TR | IYG | U.S. FIN SVC ETF | $3,687,115 | 51,917 |
| EVERCOMMERCE INC | EVCM | COM | $3,047,042 | 294,116 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,062,633 | 7,284 |
| ISHARES TR | HEFA | HDG MSCI EAFE | $1,993,796 | 56,290 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,983,933 | 41,461 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,950,783 | 24,994 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,147,929 | 23,097 |
| ISHARES TR | EFA | MSCI EAFE ETF | $819,643 | 9,801 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $625,954 | 1,360 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.