SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $178,679,534 |
| Positions | 145 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $16,152,456 | 21,569 |
| SPDR SER TR | SPYG | PRTFLO S&P500 GW | $10,949,891 | 92,024 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $7,425,290 | 76,882 |
| NVIDIA CORPORATION | NVDA | COM | $5,554,219 | 27,759 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,463,875 | 65,957 |
| SPDR SER TR | SPYV | PRTFLO S&P500 VL | $5,376,287 | 88,440 |
| ISHARES TR | HEFA | HDG MSCI EAFE | $5,350,014 | 114,012 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $5,033,120 | 119,240 |
| APPLE INC | AAPL | COM | $4,712,797 | 16,287 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $4,249,039 | 93,406 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.