SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $130,643,820 |
| Positions | 54 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $20,841,615 | 30,346 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $12,854,032 | 175,099 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $11,839,852 | 122,591 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $9,511,701 | 118,055 |
| INNOVATOR ETFS TRUST | SFLR | QUITY MANAGD FLR | $9,327,022 | 241,758 |
| INNOVATOR ETFS TRUST | XUSP | UNCAPPED ACCLRTD | $8,608,014 | 163,464 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $7,381,104 | 24,350 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $7,052,434 | 149,416 |
| CAPITAL GROUP NEW GEOGRAPHY | CGNG | SHS | $5,400,064 | 144,155 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,320,720 | 105,194 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.