SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $239,192,237 |
| Positions | 139 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARE DOW JONES TECH | IYW | Exchange Traded Fund | $22,495,385 | 89,186 |
| ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | IJK | Exchange Traded Fund | $8,523,215 | 72,538 |
| ISHARE MSCI EAFE FUND | EFA | Exchange Traded Fund | $7,758,693 | 74,689 |
| ISHARE S&P MIDCAP 400/VALUE INDEX FUND | IJJ | Exchange Traded Fund | $7,400,239 | 50,093 |
| ISHARE DOW JONES FINANCIAL SECTOR | IYF | Exchange Traded Fund | $6,923,410 | 54,297 |
| APPLE INC | AAPL | Common Stock | $6,308,916 | 21,803 |
| ISHARE DOW JONES HEALTHCARE | IYH | Exchange Traded Fund | $6,212,966 | 92,717 |
| VANGUARD TOTAL STOCK MKT INDEX | VTI | Exchange Traded Fund | $6,020,551 | 16,270 |
| ISHARE S&P SMALL CAP 600 GROWTH INDEX | IJT | Exchange Traded Fund | $5,881,477 | 32,931 |
| ISHARES EDGE MSCI USA QUALITY FACTOR ETF | QUAL | Exchange Traded Fund | $5,653,175 | 25,763 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.