SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $202,223,270 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IUSG | CORE S&P US GWT | $42,959,386 | 228,398 |
| ISHARES TR | IVV | CORE S&P500 ETF | $26,385,722 | 35,233 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,205,418 | 255,515 |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $16,689,472 | 105,190 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $6,804,147 | 113,991 |
| ISHARES TR | SUSA | ESG OPTIMIZED | $6,170,881 | 39,993 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $5,634,148 | 152,811 |
| ISHARES TR | IUSV | CORE S&P US VLU | $5,080,707 | 46,125 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,512,587 | 19,874 |
| NVIDIA CORPORATION | NVDA | COM | $4,365,932 | 21,820 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.