SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-05-03 |
| Reported value | $177,807,012 |
| Positions | 195 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $7,185,974 | 9 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,337,517 | 10,022 |
| SPDR SER TR | SPLG | PORTFOLIO S&P500 | $5,166,334 | 78,563 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,148,002 | 95,386 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,790,148 | 63,320 |
| APPLE INC | AAPL | COM | $4,604,403 | 20,728 |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDGED EQUITY LA | $4,538,733 | 76,051 |
| ISHARES TR | EFV | EAFE VALUE ETF | $3,890,442 | 66,007 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,700,162 | 13,463 |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $3,638,315 | 63,674 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.