SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $223,490,909 |
| Positions | 157 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $20,219,978 | 162,841 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | ETF | $15,587,063 | 98,634 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | ETF | $13,138,133 | 166,242 |
| ISHARES 1-3 YR TREASURY BOND ETF | SHY | ETF | $11,233,740 | 136,813 |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | ETF | $8,372,078 | 34,534 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | ETF | $8,200,864 | 98,996 |
| APPLE INC | AAPL | COM | $6,902,393 | 23,854 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | COM | $6,095,251 | 12,181 |
| SPDR GOLD ETF | GLD | ETF | $5,508,018 | 14,952 |
| ISHARES MSCI EAFE ETF | EFA | ETF | $3,465,333 | 33,359 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.