SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $228,833,351 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $46,462,355 | 313,279 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $39,658,894 | 79,927 |
| ISHARES TR | EFA | MSCI EAFE ETF | $32,437,245 | 312,257 |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $24,254,508 | 323,825 |
| APPLE INC | AAPL | COM | $15,550,707 | 53,742 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $8,718,643 | 40,007 |
| VISA INC | V | COM CL A | $6,609,629 | 19,265 |
| JOHNSON & JOHNSON | JNJ | COM | $3,171,608 | 12,488 |
| CHEVRON CORPORATION | CVX | COM | $2,328,928 | 14,050 |
| ARES MANAGEMENT CORPORATION | ARES | CL A COM STK | $2,260,319 | 20,307 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.