SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $519,166,283 |
| Positions | 84 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $48,150,314 | 1,268,449 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $35,640,213 | 299,523 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $34,629,295 | 569,655 |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $33,246,818 | 1,171,075 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $29,790,885 | 1,137,925 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $28,988,507 | 1,300,517 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $24,088,147 | 642,179 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $22,467,566 | 455,917 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $22,451,847 | 445,562 |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $22,428,173 | 636,441 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.