SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $555,490,610 |
| Positions | 175 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $107,050,243 | 3,442,130 |
| ISHARES TR | IVV | CORE S&P500 ETF | $24,321,700 | 32,477 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $16,843,427 | 213,127 |
| LAM RESEARCH CORP | LRCX | COM NEW | $16,387,674 | 37,818 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $16,330,566 | 197,587 |
| APPLE INC | AAPL | COM | $15,207,026 | 52,554 |
| APPLIED MATLS INC | AMAT | COM | $13,771,704 | 19,048 |
| MICROSOFT CORP | MSFT | COM | $11,403,222 | 30,570 |
| CISCO SYS INC | CSCO | COM | $9,262,543 | 78,857 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,707,534 | 18,233 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.