SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $734,263,936 |
| Positions | 166 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | IJH | ETF | $45,954,398 | 595,959 |
| iShares MSCI EAFE ETF | EFA | ETF | $42,053,325 | 404,826 |
| Apple Inc | AAPL | Common Stock | $37,345,812 | 129,063 |
| Vanguard Short-Term Treasury E | VGSH | ETF | $29,211,919 | 501,923 |
| Microsoft Corp | MSFT | Common Stock | $25,321,717 | 67,883 |
| Alphabet Inc | GOOGL | Common Stock | $22,411,030 | 62,711 |
| iShares Core S&P Small-Cap ETF | IJR | ETF | $21,345,072 | 143,922 |
| JPMorgan Chase & Co | JPM | Common Stock | $20,621,463 | 62,999 |
| iShares Core S&P 500 ETF | IVV | ETF | $17,350,284 | 23,168 |
| Caterpillar Inc | CAT | Common Stock | $17,317,404 | 16,262 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.