SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $104,236,798 |
| Positions | 38 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $15,940,325 | 23,209 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $10,606,173 | 210,482 |
| APPLE INC | AAPL | COM | $10,590,065 | 36,598 |
| ISHARES TR | SUSL | ESG MSCI LEADR | $9,340,389 | 70,355 |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $7,724,925 | 75,138 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $7,026,889 | 138,926 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $6,824,210 | 147,870 |
| ISHARES TR | IAGG | CORE INTL AGGR | $5,299,447 | 104,732 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $3,938,176 | 15,995 |
| ISHARES TR | EUSB | ESG ADVAN ETF | $3,331,272 | 76,669 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.