SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $255,197,088 |
| Positions | 82 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $28,016,529 | 628,455 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $26,524,312 | 39,046 |
| CAPITAL GROUP CONSERVATIVE E | CGCV | SHS | $25,946,680 | 783,414 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $18,824,508 | 232,373 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $18,058,280 | 60,827 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $15,539,594 | 185,459 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $15,111,172 | 685,314 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $14,263,801 | 429,116 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $14,191,485 | 195,853 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $10,554,163 | 136,183 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.