SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $368,779,065 |
| Positions | 116 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $69,108,184 | 941,400 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $46,407,183 | 218,109 |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $30,916,090 | 326,912 |
| ISHARES TR | LQD | IBOXX INV CP ETF | $29,749,980 | 272,760 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $28,064,678 | 776,769 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $25,774,105 | 812,806 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $9,523,399 | 133,661 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $8,640,957 | 144,763 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $6,351,724 | 53,143 |
| ISHARES TR | TLT | 20 YR TR BD ETF | $6,028,746 | 69,761 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.