SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $121,594,823 |
| Positions | 39 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $16,853,105 | 22,568 |
| ISHARES TR | EFA | MSCI EAFE ETF | $12,778,902 | 123,016 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $11,353,513 | 145,726 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $11,226,010 | 15,961 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $8,436,585 | 87,462 |
| ISHARES TR | LQD | IBOXX INV CP ETF | $8,235,985 | 75,511 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $7,511,550 | 25,001 |
| APPLE INC | AAPL | COM | $7,423,679 | 25,656 |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $5,961,347 | 39,173 |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,207,032 | 6,953 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.