SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $197,513,441 |
| Positions | 89 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJH | CORE S&P MCP ETF | $26,950,441 | 349,506 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $26,776,297 | 194,694 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $24,115,042 | 249,690 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $17,073,997 | 75,196 |
| ISHARES TR | IVV | CORE S&P500 ETF | $14,283,844 | 19,073 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $11,494,863 | 54,025 |
| ISHARES TR | IBDY | IBONDS DEC 2033 | $10,775,213 | 418,536 |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $6,728,240 | 30,417 |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $5,195,513 | 13,188 |
| NVIDIA CORPORATION | NVDA | COM | $3,668,868 | 18,336 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.