SEC Form 13F
| Report period | 2024-09-30 |
|---|---|
| Publicly available | 2024-11-13 |
| Reported value | $725,669,949 |
| Positions | 88 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $60,180,124 | 1,247,515 |
| SPDR SER TR | SPYG | PRTFLO S&P500 GW | $53,896,256 | 649,822 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | TOTAL RTRN ETF | $51,007,628 | 1,459,028 |
| SPDR SER TR | SLYV | S&P 600 SMCP VAL | $50,611,436 | 582,947 |
| WISDOMTREE TR | DON | US MIDCAP DIVID | $44,377,936 | 867,943 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $40,607,807 | 232,616 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $39,704,483 | 1,249,354 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $30,580,022 | 79,650 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $27,507,691 | 214,569 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $24,583,640 | 312,411 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.