SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $182,533,219 |
| Positions | 146 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $13,543,882 | 400,233 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $11,552,961 | 364,332 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $10,521,513 | 255,998 |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $10,498,095 | 114,558 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $6,541,825 | 181,064 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $5,599,630 | 46,851 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,260,240 | 103,998 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $4,307,778 | 87,414 |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,101,391 | 5,477 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,727,694 | 42,418 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.