SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $136,703,132 |
| Positions | 74 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $32,236,477 | 43,168 |
| ISHARES U S ETF TR | NEAR | SHOR DURA BD ETF | $14,086,997 | 278,069 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,821,415 | 412,264 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,680,608 | 177,973 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $12,343,871 | 159,827 |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $7,337,959 | 57,292 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $6,511,757 | 74,098 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $5,090,864 | 96,491 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $4,774,924 | 62,499 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,372,956 | 14,426 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.