SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-13 |
| Reported value | $517,428,020 |
| Positions | 65 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $113,387,330 | 192,613 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $94,944,660 | 176,212 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $63,840,776 | 2,290,663 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREATION UNI | $58,095,655 | 1,647,636 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $35,552,462 | 134,602 |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $27,109,732 | 217,034 |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $27,041,241 | 1,043,258 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $21,130,300 | 183,391 |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $14,231,040 | 67,622 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $13,457,671 | 56,008 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.