SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $389,795,264 |
| Positions | 227 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $19,969,836 | 629,765 |
| ISHARES TR | ILCG | MORNINGSTAR GRWT | $15,044,324 | 128,562 |
| APPLE INC | AAPL | COM | $14,970,730 | 51,737 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $14,085,830 | 309,647 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $12,708,975 | 269,258 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $12,308,849 | 418,242 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $12,004,021 | 243,588 |
| HOME DEPOT INC | HD | COM | $11,573,338 | 32,815 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $10,494,817 | 276,470 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,951,646 | 13,034 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.