SEC Form 13F
| Report period | 2025-12-31 |
|---|---|
| Publicly available | 2026-01-27 |
| Reported value | $23,073,217 |
| Positions | 92 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PROCTER AND GAMBLE CO | PG | COM | $4,160,433 | 29,031 |
| MICROSOFT CORP | MSFT | COM | $1,481,068 | 3,062 |
| ISHARES TR | EFV | EAFE VALUE ETF | $788,731 | 11,045 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $761,906 | 3,836 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $739,445 | 22,668 |
| J P MORGAN EXCHANGE TRADED F | JIRE | INTRNL RES EQT | $695,485 | 9,288 |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $672,595 | 26,818 |
| ISHARES TR | MBB | MBS ETF | $669,111 | 7,027 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $655,836 | 10,785 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $642,490 | 23,875 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.