SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-02 |
| Reported value | $1,401,651,424 |
| Positions | 208 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES | IEFA | ETF-EQUITY | $135,854,293 | 1,406,650 |
| ISHARES | IWM | ETF-EQUITY | $73,001,921 | 242,975 |
| ISHARES | IVV | ETF-EQUITY | $70,303,547 | 93,877 |
| S&P 500 DEPOSITARY RECEIPTS | SPY | ETF-EQUITY | $67,154,790 | 89,927 |
| ISHARES | IJR | ETF-EQUITY | $54,307,415 | 366,175 |
| ISHARES | IEMG | ETF-EQUITY | $43,049,879 | 519,675 |
| JP MORGAN | JIRE | ETF-EQUITY | $41,781,189 | 506,500 |
| JP MORGAN | JEPI | ETF-ALTERNATIVE | $41,292,490 | 731,100 |
| ISHARES | IEF | ETF-FIXED INCOM | $36,316,898 | 384,021 |
| APPLE INC. | AAPL | COMMON STOCK | $35,471,782 | 122,587 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.