SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-17 |
| Reported value | $130,513,991 |
| Positions | 137 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $16,484,020 | 29,336 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $5,098,603 | 9,115 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,525,136 | 12,826 |
| ISHARES TR | GOVT | US TREAS BD ETF | $3,067,455 | 133,455 |
| SPDR GOLD TR | GLD | GOLD SHS | $2,826,365 | 9,809 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $2,821,397 | 100,908 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,676,223 | 12,069 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $2,301,432 | 48,925 |
| ISHARES TR | EFA | MSCI EAFE ETF | $2,270,085 | 27,775 |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDGED EQUITY LA | $2,159,282 | 36,181 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.