SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $156,164,658 |
| Positions | 42 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,057,670 | 253,441 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $14,489,303 | 308,677 |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $12,541,611 | 272,348 |
| J P MORGAN EXCHANGE TRADED F | JPLD | JPMORGAM LTD DUR | $12,188,383 | 233,539 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $11,688,828 | 94,136 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $11,478,663 | 47,348 |
| LITMAN GREGORY FDS TR | DBMF | IMGP DBI MAN ETF | $7,362,374 | 240,522 |
| FIDELITY COVINGTON TRUST | FENI | ENHANCED INTL | $7,235,385 | 180,299 |
| ISHARES TR | SMLF | US SML CAP EQT | $6,607,483 | 74,125 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | MULTIFACTOR MI | $6,102,526 | 81,410 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.