SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $555,097,231 |
| Positions | 270 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $57,509,655 | 83,736 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $19,985,592 | 679,092 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $18,016,133 | 650,399 |
| ISHARES TR | AGG | CORE US AGGBD ET | $14,075,297 | 142,203 |
| PROCTER & GAMBLE CO | PG | COM | $14,035,280 | 95,712 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $14,001,120 | 117,665 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $12,472,867 | 157,822 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $12,288,434 | 202,146 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $10,341,124 | 529,635 |
| INVESCO EXCH TRD SLF IDX FD | BSCX | BUL 2033 COR ETF | $9,458,157 | 449,212 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.