SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $277,631,223 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $67,629,843 | 182,764 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $44,542,777 | 59,647 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $19,167,147 | 81,004 |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $16,146,475 | 37,867 |
| ISHARES TR | AOR | CORE 60 BALA ETF | $8,435,514 | 121,374 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $7,826,901 | 11,128 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $7,700,158 | 100,393 |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $5,631,048 | 61,447 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,573,063 | 8,114 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $5,471,367 | 72,296 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.