SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $159,622,128 |
| Positions | 86 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $10,619,911 | 111,064 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,180,477 | 289,514 |
| ISHARES TR | MTUM | MSCI USA MMENTM | $8,154,698 | 23,786 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,874,099 | 36,131 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $7,220,775 | 207,434 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $7,015,819 | 225,589 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $6,773,211 | 70,218 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $6,202,477 | 28,266 |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $5,602,729 | 34,278 |
| VANGUARD ADMIRAL FDS INC | VOOV | 500 VAL IDX FD | $5,579,275 | 25,452 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.