SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $274,945,834 |
| Positions | 77 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $51,908,629 | 69,314 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $32,911,854 | 382,074 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $25,464,485 | 752,496 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $14,555,272 | 61,513 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,105,017 | 20,537 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $12,856,026 | 81,351 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $10,392,863 | 47,689 |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $8,161,840 | 391,643 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,995,562 | 220,610 |
| ISHARES TR | IBTJ | IBONDS 29 TRM TS | $6,982,493 | 322,517 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.