SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $146,234,959 |
| Positions | 23 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $21,139,641 | 57,128 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $12,255,953 | 161,709 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $12,176,402 | 439,581 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,076,061 | 380,828 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $11,646,012 | 344,149 |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $10,672,151 | 131,657 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $9,118,217 | 37,525 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $8,176,905 | 68,415 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | FST LOW OPPT EFT | $7,260,496 | 145,852 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $6,394,857 | 276,475 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.