SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $535,009,185 |
| Positions | 49 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CHUBB LIMITED | CB | COM | $335,658,204 | 985,086 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,895,945 | 247,421 |
| ISHARES TR | IVV | CORE S&P500 ETF | $23,411,376 | 31,261 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $21,525,909 | 28,825 |
| APPLE INC | AAPL | COM | $14,973,802 | 51,748 |
| ISHARES TR | EFA | MSCI EAFE ETF | $12,736,550 | 122,608 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,396,637 | 159,953 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $11,234,985 | 47,481 |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $10,611,339 | 188,948 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $8,932,967 | 71,941 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.