SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $168,671,649 |
| Positions | 132 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | SCHX | US LRG CAP ETF | $28,837,456 | 979,866 |
| Schwab U.S. Small-Cap ETF | SCHA | US SML CAP ETF | $9,009,991 | 249,377 |
| Schwab International Equity ETF | SCHF | INTL EQTY ETF | $8,075,270 | 291,526 |
| JP Morgan Chase & Co. | JPM | COM | $6,212,723 | 18,980 |
| Intel Corp | INTC | COM | $4,360,924 | 31,232 |
| UnitedHealth Group Inc. | Unresolved | COM | $4,141,128 | 9,963 |
| Schwab U.S. Large-Cap Growth ETF | SCHG | US LCAP GR ETF | $4,029,870 | 119,086 |
| Microsoft Corp | MSFT | COM | $3,674,620 | 9,851 |
| Apple Inc. | AAPL | COM | $3,094,216 | 10,693 |
| Vanguard Large Cap ETF | VV | LARGE CAP ETF | $2,647,763 | 7,699 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.