SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $229,115,863 |
| Positions | 182 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $15,259,935 | 52,737 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,269,343 | 394,513 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $7,906,108 | 104,316 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $7,739,958 | 75,763 |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,550,949 | 18,331 |
| VANGUARD SCOTTSDALE FDS | BNDW | TOTAL WLD BD ETF | $5,966,320 | 87,061 |
| INVESCO EXCHANGE TRADED FD T | SPGP | S&P 500 GARP ETF | $5,692,961 | 46,553 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $5,666,936 | 97,370 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $5,606,838 | 106,271 |
| COSTCO WHOLESALE CORPORATION | COST | COM | $5,314,405 | 5,681 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.