SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,297,377,746 |
| Positions | 334 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | Equities | $194,878,431 | 283,744 |
| VANGUARD INTERMED TERM BOND ETF | BIV | Equities | $93,118,844 | 1,214,066 |
| ISHARES CORE DIVIDEND GROWTH | DGRO | Equities | $78,749,095 | 1,039,043 |
| Vanguard Morningstar Growth ETF | VUG | Equities | $66,527,873 | 772,322 |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | Equities | $60,762,445 | 616,315 |
| VANGUARD SMALL CAP ETF | VB | Equities | $57,419,135 | 189,427 |
| 1st Source Corp | SRCE | Equities | $53,441,666 | 655,083 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Equities | $51,603,554 | 669,220 |
| DIMENSIONAL INTERNATIONAL CORE | DFIC | Equities | $42,271,507 | 1,134,501 |
| Vanguard Morningstar Mid-Cap ET | VO | Equities | $38,019,978 | 471,888 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.