SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $151,193,034 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $17,935,135 | 486,443 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $12,251,069 | 362,029 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $7,752,588 | 244,484 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $7,414,639 | 205,221 |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $7,376,241 | 101,183 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,312,291 | 12,615 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $6,156,530 | 83,865 |
| CAPITAL SOUTHWEST CORP | CSWC | COM | $5,479,886 | 230,538 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $5,430,735 | 196,055 |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $5,060,403 | 32,798 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.