SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $173,376,071 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $13,704,900 | 282,984 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $13,371,996 | 104,624 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $13,053,603 | 471,249 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,222,124 | 290,827 |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,112,595 | 92,065 |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $7,145,645 | 168,489 |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $5,450,013 | 45,748 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $4,649,698 | 238,141 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $4,159,071 | 112,804 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $3,640,987 | 185,622 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.