SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $119,536,298 |
| Positions | 114 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $18,019,473 | 24,062 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $6,858,092 | 96,254 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $5,098,232 | 66,116 |
| GRANITESHARES GOLD TR | BAR | SHS BEN INT | $4,701,145 | 118,926 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $4,362,326 | 148,227 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $4,088,228 | 46,521 |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $3,856,003 | 75,534 |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $3,169,518 | 26,986 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $3,127,247 | 129,546 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $2,867,456 | 29,727 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.