SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-15 |
| Reported value | $1,813,671,386 |
| Positions | 308 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IEFA | CORE MSCI EAFE | $102,886,118 | 1,178,400 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $83,721,393 | 1,282,890 |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $78,310,508 | 352,480 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $74,595,478 | 1,131,606 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $72,038,263 | 1,438,751 |
| SELECT SECTOR SPDR TR | XLK | TECHNOLOGY | $71,837,800 | 254,871 |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $68,612,486 | 631,210 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $63,821,891 | 537,086 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $46,455,337 | 775,289 |
| ISHARES TR | AGG | CORE US AGGBD ET | $45,198,704 | 450,860 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.