SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-02-13 |
| Reported value | $397,996,269 |
| Positions | 140 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE S&P 500 | IVV | UIE | $149,522,430 | 218,300 |
| ISHARES CORE MSCI EAFE | IEFA | UIE | $70,840,553 | 791,868 |
| ISHARES CORE US | AGG | UIE | $55,802,860 | 558,699 |
| ISHARES CORE S&P MID CAP | IJH | UIE | $33,615,188 | 509,321 |
| ISHARES IBOXX INVT GRADE | LQD | UIE | $28,328,446 | 257,087 |
| ISHARES CORE S&P SMALL | IJR | UIE | $20,826,366 | 173,293 |
| VANGUARD S&P 500 ETF | VOO | UIE | $7,683,203 | 12,251 |
| LINDE PLC F | LIN | FGO | $5,844,101 | 13,706 |
| VANGUARD FTSE DEVELOPED | VEA | UIE | $2,751,051 | 44,038 |
| VANGUARD TOTAL BOND | BND | UIE | $2,493,796 | 33,668 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.