SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $237,106,255 |
| Positions | 80 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $22,775,784 | 66,226 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $14,692,104 | 499,222 |
| ISHARES TR | IWL | RUS TOP 200 ETF | $13,630,815 | 73,700 |
| AMERICAN CENTY ETF TR | AVLC | AVANTIS US LARG | $13,094,038 | 145,554 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,720,336 | 409,014 |
| SPDR INDEX SHS FDS | CWI | ST STR ACWI ETF | $12,500,419 | 307,362 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $11,289,163 | 213,972 |
| ISHARES TR | EFA | MSCI EAFE ETF | $9,980,479 | 96,077 |
| ISHARES TR | IBDR | IBONDS DEC2026 | $9,921,652 | 409,478 |
| ISHARES TR | IWB | RUS 1000 ETF | $9,861,170 | 24,081 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.