SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-01-14 |
| Reported value | $309,448,317 |
| Positions | 476 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $66,337,537 | 105,780 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $30,153,428 | 407,094 |
| FIDELITY COVINGTON TRUST | FENI | ENHANCED INTL | $27,391,396 | 748,808 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $25,689,734 | 88,518 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $22,063,503 | 115,522 |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $18,832,718 | 372,925 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $18,323,030 | 71,033 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $14,798,235 | 145,109 |
| ISHARES TR | IBTG | IBONDS 26 TRM TS | $9,096,557 | 397,664 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,991,404 | 17,888 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.