SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $529,232,161 |
| Positions | 260 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $53,608,187 | 1,690,577 |
| TCW ETF TRUST | FLXR | FLEXIBLE INCOME | $39,660,429 | 1,011,488 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $29,547,040 | 666,074 |
| VANGUARD WHITEHALL FDS | VWOB | EM MK GOV BD ETF | $25,228,564 | 375,202 |
| APPLE INC | AAPL | COM | $19,374,849 | 66,958 |
| TORTOISE CAPITAL SERIES TRUS | TPYP | NORTH AMRCN PIPE | $15,739,270 | 375,370 |
| LEGG MASON ETF INVT | LVHI | FRANKLIN INTL LW | $13,525,195 | 333,256 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $13,198,329 | 250,158 |
| SPDR INDEX SHS FDS | EDIV | ST MAR DIVID ETF | $12,420,337 | 303,249 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $11,615,831 | 73,504 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.