SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $217,969,090 |
| Positions | 108 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $37,630,011 | 50,248 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,565,665 | 218,465 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $13,646,751 | 176,978 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $8,954,301 | 150,013 |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $8,177,119 | 42,920 |
| SPDR SERIES TRUST | FLRN | ST STR RATE ETF | $6,991,221 | 226,620 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $6,970,706 | 92,315 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,439,858 | 66,679 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $5,302,176 | 17,492 |
| ISHARES TR | AGG | CORE US AGGBD ET | $5,209,813 | 52,635 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.