SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $328,466,250 |
| Positions | 109 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVW | S&P 500 GRWT ETF | $50,672,026 | 368,443 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $39,407,994 | 173,558 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $27,952,348 | 289,422 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $21,737,373 | 146,567 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $17,289,103 | 224,214 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $11,552,072 | 228,437 |
| APPLE INC | AAPL | COM | $10,871,356 | 37,570 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $8,515,155 | 102,790 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,290,523 | 116,358 |
| LAM RESEARCH CORP | LRCX | COM NEW | $7,817,057 | 18,040 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.