SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $4,017,243,984 |
| Positions | 454 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $505,969,479 | 14,951,817 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $355,511,403 | 10,212,910 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $211,207,619 | 7,624,824 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $184,468,853 | 7,975,307 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $171,044,205 | 5,394,015 |
| J P MORGAN EXCHANGE TRADED F | JPEF | EQUITY FOCUS ETF | $154,564,942 | 1,924,120 |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $121,779,869 | 2,518,715 |
| SPDR SERIES TRUST | SPTL | ST LON TREAS ETF | $119,271,092 | 4,547,125 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $107,849,556 | 864,456 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $102,788,597 | 1,065,277 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.