SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $163,712,220 |
| Positions | 63 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $10,807,473 | 14,431 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $10,804,600 | 319,285 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,201,419 | 27,568 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $9,914,938 | 115,103 |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $8,547,903 | 77,462 |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $7,306,876 | 143,272 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $6,758,362 | 92,063 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $5,892,811 | 169,285 |
| ISHARES TR | AGG | CORE US AGGBD ET | $5,890,729 | 59,514 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $5,477,295 | 51,444 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.