SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $158,122,291 |
| Positions | 57 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $23,098,881 | 35,362 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $22,074,991 | 483,888 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $15,948,348 | 184,076 |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $9,568,178 | 83,696 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $7,715,174 | 289,935 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,936,002 | 27,602 |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $5,037,437 | 50,044 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,836,987 | 8,095 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $4,090,566 | 38,536 |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $3,880,629 | 41,178 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.