SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $254,907,740 |
| Positions | 104 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $24,316,835 | 826,262 |
| J P MORGAN EXCHANGE TRADED F | JGRO | ACTIVE GROWTH | $18,755,482 | 190,225 |
| ONEOK INC NEW | OKE | COM | $14,827,531 | 170,549 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $14,346,878 | 96,732 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $11,992,356 | 255,479 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $10,966,358 | 378,545 |
| J P MORGAN EXCHANGE TRADED F | JPSE | DIVERSFD EQT ETF | $10,814,613 | 179,745 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $8,635,089 | 156,974 |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDG EQU LAD ETF | $8,132,017 | 120,333 |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,102,718 | 8,151 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.