SEC Form 13F
| Report period | 2024-09-30 |
|---|---|
| Publicly available | 2024-11-15 |
| Reported value | $620,223,342 |
| Positions | 131 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | SHV | SHORT TREAS BD | $60,465,884 | 546,560 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $50,104,645 | 108,863 |
| ISHARES TR | IBDY | IBONDS DEC 2033 | $44,974,177 | 1,703,565 |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $34,317,178 | 1,617,206 |
| ISHARES TR | IBDX | IBONDS DEC 2032 | $34,301,732 | 1,334,174 |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $34,150,886 | 1,540,405 |
| ISHARES TR | IBDU | IBONDS DEC 29 | $22,153,983 | 942,319 |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $21,990,051 | 861,339 |
| INVESCO EXCHANGE TRADED FD T | PDP | DORSEY WRIGHT MO | $21,933,058 | 212,409 |
| SELECT SECTOR SPDR TR | XLU | SBI INT-UTILS | $20,154,289 | 249,500 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.