SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $165,605,874 |
| Positions | 71 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $15,132,786 | 40,895 |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $14,029,488 | 283,138 |
| SCM TRUST | SEPI | SHELTON EQT PRE | $11,526,419 | 413,875 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $11,418,903 | 16,626 |
| VANECK ETF TRUST | PFXF | PREFERRED SECURT | $10,635,840 | 596,179 |
| GLOBAL X FDS | EMBD | X EMERGING MKT | $8,281,742 | 345,793 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $6,086,803 | 71,199 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,952,032 | 61,628 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $5,252,891 | 55,545 |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $5,219,306 | 114,208 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.