SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $74,535,614 |
| Positions | 35 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| iShares Core S&P Total US Stock Mark | ITOT | ETF | $8,300,070 | 50,527 |
| Apple Inc | AAPL | Common Stock | $7,098,363 | 24,531 |
| DFA US Large Cap Equity Institutional | Unresolved | Funds | $6,370,372 | 155,527 |
| Conocophillips | COP | Common Stock | $5,507,385 | 52,976 |
| Vanguard FTSE All-World Ex-US ETF | VEU | ETF | $4,832,794 | 57,705 |
| Vanguard Dividend Appreciation ETF | VIG | ETF | $4,118,611 | 17,406 |
| MFC iShares Trust Russell 3000 ETF | IWV | ETF | $3,943,774 | 9,249 |
| Sherwin Williams Co | SHW | Common Stock | $3,319,589 | 9,641 |
| Schwab S&P 500 Index | Unresolved | ETF | $2,984,940 | 154,500 |
| Williams Companies | WMB | Common Stock | $2,453,220 | 33,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.