SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $296,553,589 |
| Positions | 129 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $50,315,604 | 994,969 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,588,446 | 218,785 |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $13,315,806 | 261,094 |
| ISHARES TR | ISCF | INTERNATIONAL SL | $12,035,572 | 278,022 |
| ISHARES TR | GOVT | US TREAS BD ETF | $10,788,758 | 473,607 |
| ISHARES TR | IUSG | CORE S&P US GWT | $9,105,186 | 48,409 |
| APPLE INC | AAPL | COM | $9,041,590 | 31,247 |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $8,346,398 | 168,444 |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $7,461,030 | 163,261 |
| MICROSOFT CORP | MSFT | COM | $7,267,255 | 19,482 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.