SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $1,157,386,169 |
| Positions | 462 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $109,111,527 | 1,241,597 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $81,233,756 | 1,140,123 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $52,693,895 | 2,182,846 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $44,078,338 | 431,464 |
| APPLE INC | AAPL | COM | $40,507,614 | 139,990 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $40,436,637 | 955,271 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $37,949,550 | 494,779 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $36,842,422 | 288,259 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $36,745,616 | 1,158,802 |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $27,040,216 | 253,970 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.