SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $995,980,674 |
| Positions | 898 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $168,462,961 | 5,312,613 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $152,282,001 | 5,258,356 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $126,157,950 | 3,728,072 |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $57,860,334 | 856,429 |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $37,681,898 | 1,298,928 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $30,970,576 | 1,118,071 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $30,679,989 | 318,158 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $28,056,528 | 224,884 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $20,132,365 | 381,584 |
| APPLE INC | AAPL | COM | $19,865,327 | 68,653 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.