SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $1,792,511,240 |
| Positions | 171 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $152,702,340 | 6,601,917 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $133,612,017 | 194,540 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $124,732,985 | 4,238,294 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $112,169,148 | 3,606,725 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $107,454,029 | 3,879,207 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $78,192,531 | 2,310,654 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $69,814,455 | 979,852 |
| ISHARES TR | AGG | CORE US AGGBD ET | $69,209,389 | 699,226 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $59,898,583 | 1,651,919 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $53,909,482 | 1,021,787 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.