SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $1,246,938,769 |
| Positions | 255 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | Com | $88,094,204 | 1,162,346 |
| ISHARES CORE S&P 500 ETF | IVV | Com | $75,259,701 | 100,495 |
| APPLE INC | AAPL | Com | $65,087,770 | 224,937 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Com | $56,213,327 | 582,039 |
| BROADCOM INC | AVGO | Com | $42,788,498 | 113,272 |
| MICROSOFT CORP | MSFT | Com | $39,894,862 | 106,951 |
| DIMENSIONAL EMERG CORE EQ MKT ETF | DFAE | Com | $39,125,818 | 973,037 |
| ALPHABET INC CL A | GOOGL | Com | $31,270,590 | 87,502 |
| FEDERATED HERMES MDT MKT NEUTRAL FUND | Unresolved | Com | $30,610,883 | 1,393,304 |
| ARTISAN PARTNERS INTERNATIONAL VALUE FUND | Unresolved | Com | $29,514,222 | 491,986 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.