SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $178,149,519 |
| Positions | 58 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IWF | RUS 1000 GRW ETF | $19,089,952 | 153,722 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $18,061,595 | 74,500 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $15,005,718 | 204,409 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $14,445,919 | 244,928 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $14,036,545 | 197,004 |
| GALLAGHER ARTHUR J & CO | AJG | COM | $11,767,987 | 51,261 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $10,024,860 | 33,360 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $8,486,312 | 12,055 |
| ISHARES TR | AGG | CORE US AGGBD ET | $5,373,960 | 54,295 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $5,298,747 | 104,781 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.