SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $150,149,280 |
| Positions | 45 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IWB | RUS 1000 ETF | $18,243,772 | 44,553 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,500,661 | 401,950 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $11,592,870 | 23,168 |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $11,301,945 | 79,652 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $10,791,973 | 218,993 |
| ISHARES TR | IXN | GLOBAL TECH ETF | $10,443,540 | 72,285 |
| SPDR GOLD TR | GLD | GOLD SHS | $10,129,545 | 27,499 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $7,936,751 | 62,098 |
| GOLDMAN SACHS ETF TR | GBIL | ACCES TREASURY | $7,829,865 | 78,175 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $7,819,908 | 165,676 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.