SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $118,445,505 |
| Positions | 57 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $12,001,858 | 316,839 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $11,140,945 | 295,203 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $10,974,248 | 224,193 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $10,674,074 | 229,402 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $7,465,014 | 183,101 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $5,762,567 | 258,527 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $5,012,111 | 191,521 |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $4,645,668 | 107,638 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $4,516,513 | 102,276 |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $3,550,949 | 66,647 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.