SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $163,756,443 |
| Positions | 43 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE MSCI EAFE | IEFA | ETF | $25,158,718 | 260,496 |
| ISHARES S&P 500 INDEX | IVV | ETF | $17,165,290 | 22,921 |
| ISHARES S&P 500 GROWTH ETF | IVW | ETF | $11,870,400 | 86,311 |
| ISHARES S&P 500 VALUE ETF | IVE | ETF | $11,688,642 | 51,478 |
| VANGUARD TOTAL BOND MARKET ETF | BND | ETF | $11,521,667 | 156,950 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | ETF | $10,656,514 | 90,694 |
| ISHARES CORE MSCI EMERGING MKTS | IEMG | ETF | $9,324,746 | 112,563 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | ETF | $6,905,529 | 96,920 |
| ISHARES S&P MIDCAP 400 VALUE ETF | IJJ | ETF | $6,542,960 | 44,290 |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | ETF | $5,517,233 | 22,758 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.