SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $148,389,053 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $32,841,292 | 1,419,857 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $26,823,033 | 926,210 |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $22,349,730 | 221,702 |
| ISHARES TR | AOR | CORE 60/40 BALAN | $10,980,374 | 157,991 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $10,864,079 | 342,607 |
| SSGA ACTIVE ETF TR | GAL | STATE STREET GLO | $8,645,147 | 163,610 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $8,490,078 | 306,501 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $4,955,894 | 168,396 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,748,379 | 103,747 |
| ISHARES TR | LQD | IBOXX INV CP ETF | $3,273,736 | 30,015 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.