SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $419,710,347 |
| Positions | 197 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $41,074,608 | 1,179,966 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $37,074,218 | 1,259,742 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $33,007,883 | 1,191,620 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $31,013,776 | 916,483 |
| APPLE INC | AAPL | COM | $22,960,232 | 79,348 |
| ISHARES TR | AGG | CORE US AGGBD ET | $21,285,262 | 215,046 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $21,011,592 | 870,406 |
| JPMORGAN CHASE & CO | JPM | COM | $13,056,881 | 39,889 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $11,641,246 | 24,376 |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $11,416,885 | 310,579 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.