SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $385,049,826 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $37,415,205 | 1,105,650 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $35,539,276 | 150,196 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $28,309,006 | 767,806 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $26,856,229 | 262,884 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $26,467,345 | 998,768 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $25,738,599 | 712,389 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $24,917,276 | 492,631 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $24,272,809 | 283,926 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $21,723,646 | 624,063 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $21,665,188 | 174,129 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.