SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $328,637,374 |
| Positions | 91 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | AGG | CORE US AGGBD ET | $21,434,371 | 216,553 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $20,141,727 | 208,874 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $20,080,567 | 135,396 |
| ISHARES TR | IVV | CORE S&P500 ETF | $17,418,870 | 23,260 |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $16,582,633 | 343,682 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $15,761,133 | 204,398 |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $13,725,306 | 92,908 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $12,593,515 | 341,565 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $12,507,259 | 129,502 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $12,310,775 | 148,609 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.