SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $841,910,000 |
| Positions | 178 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR MSCI EAFE ETF | EFA | OTHER | $99,845,000 | 961,159 |
| APPLIED MATLS INC COM | AMAT | COMMON | $43,495,000 | 60,159 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | VWO | OTHER | $33,192,000 | 556,067 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | COMMON | $31,551,000 | 63,052 |
| ISHARES TR RUS 2000 VAL ETF | IWN | OTHER | $29,231,000 | 132,146 |
| VANGUARD INDEX FDS MCAP VL IDXVIP | VOE | OTHER | $28,905,000 | 146,282 |
| ISHARES TR RUS 2000 GRW ETF | IWO | OTHER | $28,567,000 | 72,513 |
| VANGUARD INDEX FDS MCAP GR IDXVIP | VOT | OTHER | $28,300,000 | 92,394 |
| JPMORGAN CHASE & CO COM | JPM | COMMON | $27,727,000 | 84,705 |
| ALPHABET INC CAP STK CL A | GOOGL | COMMON | $25,786,000 | 72,155 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.