SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $634,926,776 |
| Positions | 112 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $151,888,203 | 410,464 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $143,813,361 | 4,249,804 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $80,335,868 | 109,093 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $74,179,525 | 2,339,310 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $55,153,692 | 1,526,535 |
| APPLE INC | AAPL | COM | $10,197,832 | 35,243 |
| NVIDIA CORPORATION | NVDA | COM | $7,936,485 | 39,665 |
| MICROSOFT CORP | MSFT | COM | $5,287,913 | 14,176 |
| AMAZON COM INC | AMZN | COM | $4,174,763 | 17,516 |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,677,073 | 10,289 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.