SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $558,893,395 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $55,837,825 | 235,981 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $55,670,437 | 255,451 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $54,945,008 | 771,158 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $50,898,229 | 1,605,116 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $35,715,987 | 988,541 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $27,395,609 | 90,379 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $25,353,794 | 728,348 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $24,752,277 | 893,584 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $24,625,658 | 667,905 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $23,819,296 | 276,518 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.