SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $144,545,605 |
| Positions | 45 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $38,286,073 | 51,124 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $25,765,948 | 266,783 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $21,553,828 | 279,076 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $12,858,154 | 59,001 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,599,307 | 67,592 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,881,960 | 68,519 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,473,438 | 14,295 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $3,302,679 | 27,633 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $3,208,441 | 41,609 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $2,660,179 | 11,716 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.