SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $627,762,024 |
| Positions | 202 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $89,685,945 | 567,525 |
| ISHARES TR | IVV | CORE S&P500 ETF | $68,007,240 | 90,811 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $52,027,856 | 603,992 |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $42,580,536 | 279,804 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $39,317,859 | 180,415 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $21,678,899 | 281,143 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $16,262,516 | 109,652 |
| APPLE INC | AAPL | COM | $13,470,031 | 46,551 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | FTSE INTL EQTY C | $9,344,823 | 245,335 |
| JPMORGAN CHASE & CO | JPM | COM | $9,296,940 | 28,402 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.