SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $229,928,667 |
| Positions | 143 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $24,387,334 | 111,904 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $21,200,896 | 246,121 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $17,280,038 | 178,919 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $14,632,671 | 189,764 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $12,362,926 | 83,359 |
| EATON VANCE TAX-MANAGED DIVE | ETY | COM | $12,193,382 | 838,609 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,231,327 | 154,655 |
| GLOBAL X FDS | MLPA | GLBL X MLP ETF | $7,956,685 | 149,900 |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $7,691,236 | 144,817 |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $6,494,163 | 124,076 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.