SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $18,783,784 |
| Positions | 9 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $6,780,790 | 230,404 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $3,979,388 | 96,470 |
| LAZARD ACTIVE ETF TR | IDEQ | INTL DYNAMIC EQT | $3,558,904 | 101,480 |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $1,711,344 | 42,645 |
| WELLS FARGO & CO | WFC | PERP PFD CNV A | $711,555 | 615 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $648,752 | 5,200 |
| BANK OF AMER CORP | BAC | 7.25%CNV PFD L | $595,888 | 475 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $424,912 | 569 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $372,251 | 542 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.