SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-02-14 |
| Reported value | $1,484,480,144 |
| Positions | 421 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $295,338,372 | 3,610,494 |
| SPDR SERIES TRUST | SPYV | STATE STREET SPD | $70,308,741 | 1,208,677 |
| SPDR SERIES TRUST | SPYG | STATE STREET SPD | $63,356,694 | 585,065 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $61,136,329 | 754,863 |
| APPLE INC | AAPL | COM | $52,476,083 | 201,637 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $46,829,644 | 307,968 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $46,776,482 | 720,525 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $35,153,438 | 695,282 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $32,280,792 | 107,901 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $28,957,268 | 58,069 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.