SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $222,916,446 |
| Positions | 51 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $69,994,005 | 93,729 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $47,051,790 | 660,376 |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $17,566,897 | 92,205 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $17,210,956 | 234,450 |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $11,119,596 | 450,916 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $10,495,082 | 356,612 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $9,567,866 | 13,931 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $4,593,618 | 165,835 |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $4,279,195 | 36,487 |
| SCHWAB STRATEGIC TR | SCHQ | LONG TERM US | $4,151,945 | 132,650 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.