SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $164,728,215 |
| Positions | 62 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | INTRM TRM TRES | $22,179,031 | 899,393 |
| ISHARES TR | IYW | U.S. TECH ETF | $21,957,378 | 87,053 |
| FIRST TR MORNINGSTAR DIV LEA | FDL | SHS | $14,671,817 | 301,517 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $11,904,811 | 328,318 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $10,133,557 | 299,455 |
| WISDOMTREE TR | DES | US SMALLCAP DIVD | $8,393,789 | 206,337 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,548,464 | 206,511 |
| Schwab US Agg Bond ETF | SCHZ | US AGGREGATE B | $5,801,120 | 250,805 |
| Vanguard Consumer Staples | VDC | CONSUM STP ETF | $5,475,574 | 24,283 |
| ISHARES TR | IYF | U.S. FINLS ETF | $4,733,171 | 37,120 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.