SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $158,822,825 |
| Positions | 52 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $72,919,518 | 551,409 |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $23,953,957 | 232,994 |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $8,072,929 | 147,616 |
| ISHARES TR | ESML | ESG AWARE MSCI | $7,566,715 | 135,264 |
| SCHWAB STRATEGIC TR | SCHH | US REIT ETF | $5,803,777 | 245,088 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $5,767,752 | 26,284 |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $3,275,753 | 23,005 |
| APPLE INC | AAPL | COM | $2,558,403 | 8,841 |
| ISHARES TR | IMCG | MRGSTR MD CP GRW | $2,140,310 | 21,771 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $2,012,393 | 5,499 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.