SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $1,642,144,374 |
| Positions | 112 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $176,029,355 | 256,299 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $151,782,689 | 2,496,836 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $124,562,876 | 1,615,391 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $108,533,940 | 1,478,462 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $84,160,890 | 1,663,916 |
| SPDR SERIES TRUST | MDYV | ST STR SP400VAL | $78,686,283 | 829,586 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $71,271,138 | 901,823 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $64,792,874 | 2,445,014 |
| ISHARES TR | MBB | MBS ETF | $62,197,395 | 658,034 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $49,187,746 | 65,867 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.