SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $268,047,178 |
| Positions | 127 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | IJH | Com | $23,981,287 | 311,001 |
| iShares Russell 2000 ETF | IWM | Com | $21,822,285 | 72,632 |
| State Street SPDR S&P 500 ETF Trust | SPY | Com | $21,210,508 | 28,403 |
| iShares MSCI Eafe ETF | EFA | Com | $18,623,087 | 179,275 |
| Apple Inc | AAPL | Com | $10,976,292 | 37,933 |
| Alphabet Inc Class C | GOOG | Com | $8,688,739 | 24,591 |
| Microsoft Corp | MSFT | Com | $7,411,907 | 19,870 |
| Berkshire Hathaway Inc Cl B | BRK.B | Com | $6,817,814 | 13,625 |
| iShares Core S&P Small-Cap ETF | IJR | Com | $6,175,332 | 41,638 |
| Visa Inc Cl A | V | Com | $5,562,175 | 16,212 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.