SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $151,048,459 |
| Positions | 54 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $20,884,508 | 106,445 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREATION UNI | $16,476,002 | 409,953 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREATION UNI | $13,863,618 | 325,896 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $11,223,690 | 326,175 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUNICIPAL INCOME | $8,865,941 | 326,554 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $8,487,872 | 113,021 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $7,010,359 | 90,914 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $5,727,293 | 228,179 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,508,171 | 17,212 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | SHORT DURATION M | $4,097,472 | 155,916 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.