SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-01-31 |
| Reported value | $1,111,142,000 |
| Positions | 97 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $365,778,000 | 15,779,897 |
| ISHARES TR | AGG | CORE US AGGBD ET | $132,942,000 | 1,371,949 |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $125,397,000 | 5,681,777 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $79,223,000 | 193,020 |
| SPDR DOW JONES INDL AVERAGE | DIA | UT SER 1 | $71,833,000 | 168,821 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $66,706,000 | 863,284 |
| SELECT SECTOR SPDR TR | XLI | INDL | $41,632,000 | 315,965 |
| SELECT SECTOR SPDR TR | XLF | FINANCIAL | $36,553,000 | 756,328 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,295,000 | 51,463 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $25,574,000 | 922,911 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.