SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $363,961,853 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $55,194,369 | 73,702 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $54,584,379 | 711,661 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $37,318,675 | 445,596 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $32,611,957 | 418,585 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $27,976,274 | 950,604 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $13,813,311 | 116,088 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $11,588,722 | 146,637 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $11,468,612 | 148,731 |
| ISHARES TR | EFA | MSCI EAFE ETF | $11,022,106 | 106,104 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $10,763,406 | 388,571 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.