SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $183,024,068 |
| Positions | 38 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $34,054,928 | 106,153 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $26,248,712 | 1,060,554 |
| ISHARES TR | IWY | RUS TP200 GR ETF | $19,562,557 | 78,615 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $11,994,430 | 387,417 |
| BLACKROCK ETF TRUST | BAI | ISHARES A I INNO | $8,485,020 | 257,512 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $6,892,782 | 96,904 |
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $6,878,182 | 89,864 |
| GLOBAL X FDS | SHLD | DEFENSE TECH ETF | $5,879,507 | 82,997 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $4,915,179 | 102,293 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,633,898 | 21,946 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.