SEC Form 13F
| Report period | 2024-09-30 |
|---|---|
| Publicly available | 2024-11-13 |
| Reported value | $12,142,124 |
| Positions | 19 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD | VOO | ETF / CLOSED EN | $3,057,319 | 5,794 |
| ISHARES | AGG | ETF / CLOSED EN | $2,381,567 | 23,517 |
| ISHARES | IJH | ETF / CLOSED EN | $957,548 | 15,365 |
| ISHARES | IEFA | ETF / CLOSED EN | $722,042 | 9,251 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $675,572 | 1,570 |
| BROADCOM INC | AVGO | COMMON STOCK | $425,040 | 2,464 |
| VANGUARD | VO | ETF / CLOSED EN | $412,631 | 1,564 |
| ISHARES | IEMG | ETF / CLOSED EN | $410,538 | 7,151 |
| NVIDIA | NVDA | COMMON STOCK | $354,727 | 2,921 |
| ALPHABET INC | GOOGL | COMMON STOCK | $345,301 | 2,082 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.