SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $780,402,413 |
| Positions | 183 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $65,578,239 | 2,068,062 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $48,448,380 | 1,431,690 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $46,422,029 | 1,259,073 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $44,514,626 | 1,607,026 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $42,636,949 | 1,224,848 |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $40,672,746 | 391,235 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $34,456,908 | 416,901 |
| ISHARES TR | AGG | CORE US AGGBD ET | $32,150,882 | 324,822 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $26,086,623 | 175,893 |
| ISHARES TR | IVV | CORE S&P500 ETF | $23,884,349 | 31,893 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.