SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $163,855,850 |
| Positions | 83 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJH | CORE S&P MCP ETF | $18,480,669 | 239,666 |
| ISHARES TR | IVV | CORE S&P500 ETF | $17,617,671 | 23,525 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,150,937 | 156,504 |
| ISHARES TR | IWB | RUS 1000 ETF | $9,441,283 | 23,056 |
| ISHARES TR | IWR | RUS MID CAP ETF | $9,427,891 | 85,459 |
| LOCKHEED MARTIN CORP | LMT | COM | $8,860,528 | 17,392 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $8,009,638 | 83,062 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $7,256,821 | 48,930 |
| ISHARES TR | IGM | EXPND TEC SC ETF | $5,610,303 | 34,297 |
| APPLE INC | AAPL | COM | $4,988,821 | 17,241 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.