SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $141,007,562 |
| Positions | 114 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $8,772,138 | 11,714 |
| BLACKROCK ETF TRUST | LCTU | ISHA US AWAR ETF | $7,936,357 | 99,006 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,127,272 | 32,704 |
| ISHARES TR | EAGG | ESG AWR US AGRGT | $7,099,285 | 149,742 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $6,318,558 | 116,967 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $6,279,558 | 38,367 |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $5,751,087 | 40,390 |
| ISHARES TR | SUSC | ESG AWRE USD ETF | $5,525,849 | 238,683 |
| ISHARES TR | USXF | ESG MSCI USA ETF | $4,603,043 | 66,279 |
| ISHARES TR | GNMA | GNMA BOND ETF | $4,552,107 | 102,919 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.