SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $217,377,796 |
| Positions | 114 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $29,141,777 | 861,164 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $28,832,942 | 909,270 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $15,763,528 | 182,999 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $9,984,170 | 63,179 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $9,354,389 | 25,579 |
| ISHARES TR | HEFA | HDG MSCI EAFE | $5,996,274 | 127,784 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $4,974,756 | 44,071 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,895,816 | 6,648 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,850,583 | 13,108 |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $4,709,175 | 39,530 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.