SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $1,598,939,535 |
| Positions | 1,390 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | ETF | $80,903,456 | 524,325 |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | ETF | $69,495,724 | 822,257 |
| ISHARES TR KLD 400 SOCIAL INDEX FD | DSI | ETF | $62,989,722 | 444,726 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $55,004,941 | 1,869,009 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | ETF | $53,210,714 | 622,737 |
| VANGUARD ESG U.S. STOCK ETF | ESGV | ETF | $46,212,405 | 349,458 |
| ISHARES RUSSELL 2500 ETF | SMMD | ETF | $45,027,043 | 491,513 |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | ETF | $39,801,906 | 483,384 |
| VANGUARD GROWTH ETF | VUG | ETF | $37,050,486 | 430,119 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | ETF | $34,275,738 | 830,927 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.