SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $276,228,695 |
| Positions | 157 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $19,522,241 | 26,068 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,540,372 | 18,132 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $11,909,558 | 50,332 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $9,582,521 | 126,904 |
| ISHARES TR | HEFA | HDG MSCI EAFE | $8,022,099 | 170,956 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $7,937,347 | 102,935 |
| APPLE INC | AAPL | COM | $7,641,708 | 26,409 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,507,195 | 37,133 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $5,462,656 | 161,426 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $5,137,360 | 174,562 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.