SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $149,258,365 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $46,129,409 | 348,831 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $26,969,238 | 36,623 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $22,060,041 | 286,085 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $11,497,181 | 156,616 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $11,437,775 | 144,727 |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $11,370,969 | 164,964 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $9,802,181 | 32,625 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $7,652,740 | 91,376 |
| TESLA INC | TSLA | COM | $567,810 | 1,350 |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $491,211 | 8,525 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.