SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-15 |
| Reported value | $149,218,470 |
| Positions | 93 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREATION UNI | $12,099,944 | 285,443 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREATION UNI | $11,710,948 | 285,215 |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $9,022,049 | 79,686 |
| APPLE INC | AAPL | COM | $8,809,692 | 37,756 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,802,006 | 18,441 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $7,133,883 | 61,680 |
| AMAZON COM INC | AMZN | COM | $5,347,853 | 23,815 |
| SPDR GOLD TR | GLD | GOLD SHS | $4,610,630 | 14,911 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,358,905 | 21,554 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $4,353,447 | 127,742 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.