SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $256,937,544 |
| Positions | 69 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| JANUS DETROIT STR TR | JSI | HEND SECU IN ETF | $22,147,139 | 432,477 |
| SERIES PORTFOLIOS TR | CLOZ | ELDRIDGE BBB B | $20,365,986 | 770,855 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $17,688,146 | 25,754 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $17,505,335 | 631,962 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $14,977,000 | 20 |
| ALPS ETF TR | SMTH | SMITH CORE PLUS | $13,633,758 | 529,672 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $12,375,089 | 420,492 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $9,735,812 | 313,049 |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $8,652,004 | 88,106 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $8,636,372 | 272,355 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.