SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $306,926,000 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $77,398,000 | 209,161 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $33,620,000 | 212,745 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $24,028,000 | 34,985 |
| SSGA ACTIVE ETF TR | SRLN | ST STR BL LN ETF | $23,833,000 | 591,546 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $23,461,000 | 739,872 |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $18,858,000 | 804,501 |
| ISHARES TR | IVV | CORE S&P500 ETF | $10,930,000 | 14,595 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $10,320,000 | 123,225 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $7,689,000 | 265,510 |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $6,449,000 | 127,733 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.