SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-01-24 |
| Reported value | $237,440,021 |
| Positions | 118 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $32,929,460 | 52,501 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $11,514,099 | 112,904 |
| ISHARES TR | AGG | CORE US AGGBD ET | $8,786,031 | 87,965 |
| JPMORGAN CHASE & CO. | JPM | COM | $8,266,610 | 25,650 |
| APPLE INC | AAPL | COM | $8,125,729 | 29,887 |
| BROADCOM INC | AVGO | COM | $8,069,266 | 23,311 |
| MICROSOFT CORP | MSFT | COM | $7,269,473 | 15,024 |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $7,162,840 | 141,616 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,916,224 | 66,135 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,571,938 | 110,795 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.