SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-08 |
| Reported value | $296,606,595 |
| Positions | 118 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJH | CORE S&P MCP ETF | $21,152,674 | 362,514 |
| APPLE INC | AAPL | COM | $17,827,577 | 80,257 |
| VICTORY PORTFOLIOS II | UITB | CORE INTERMEDIAT | $15,932,396 | 339,420 |
| MICROSOFT CORP | MSFT | COM | $13,867,790 | 36,942 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $10,168,754 | 472,306 |
| VICTORY PORTFOLIOS II | USTB | SHORT TRM BD ETF | $9,324,779 | 184,102 |
| BROADCOM INC | AVGO | COM | $8,085,686 | 48,293 |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,993,496 | 51,691 |
| JPMORGAN CHASE & CO. | JPM | COM | $7,572,977 | 30,872 |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $7,152,983 | 261,153 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.