SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $229,610,987 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | EFA | MSCI EAFE ETF | $41,565,308 | 400,128 |
| TOUCHSTONE ETF TRUST | TSEL | SANDS CAP US ETF | $36,132,900 | 1,222,883 |
| 2023 ETF SERIES TRUST | BUSA | BRAN US VALU ETF | $17,463,309 | 442,781 |
| HARRIS OAKMARK ETF TRUST | OAKM | OAKMARK U S LRG | $16,871,325 | 598,911 |
| LITMAN GREGORY FDS TR | DBMF | IMGP DBI MAN ETF | $10,819,258 | 353,455 |
| VIRTUS ETF TR II | ASMF | ALPHASIMPLEX MNG | $10,636,459 | 413,339 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $9,048,813 | 55,085 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $6,733,127 | 142,651 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $6,516,704 | 146,508 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,893,444 | 82,715 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.