SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-03 |
| Reported value | $167,772,694 |
| Positions | 145 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB US DIVIDEND ETF EQUITY | SCHD | ETF | $53,387,993 | 1,661,097 |
| ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | IBDW | ETF | $46,108,659 | 2,220,499 |
| ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | IBDZ | ETF | $43,580,797 | 1,681,034 |
| WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | DGRW | ETF | $4,609,183 | 47,915 |
| XTRACKERS MSCI EAFE ETF EQUITY | DBEF | ETF | $4,311,592 | 78,314 |
| AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | AVLV | ETF | $4,106,295 | 44,966 |
| INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | BSMU | ETF | $853,973 | 39,012 |
| INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | BSMR | ETF | $853,802 | 36,117 |
| APPLE INC | AAPL | Stock | $807,025 | 2,656 |
| ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | IBDX | ETF | $538,314 | 21,462 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.