SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $574,987,000 |
| Positions | 320 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $52,859,051 | 182,676 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,717,722 | 262,705 |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $14,128,183 | 92,839 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $11,550,839 | 341,337 |
| JPMORGAN CHASE & CO | JPM | COM | $10,922,914 | 33,369 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $10,895,741 | 343,606 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $9,713,917 | 100,579 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,661,883 | 12,902 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $8,906,131 | 56,357 |
| MICROSOFT CORP | MSFT | COM | $8,768,965 | 23,508 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.