SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $232,411,010 |
| Positions | 116 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $36,003,459 | 992,925 |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $25,304,133 | 285,793 |
| ISHARES TR | IVV | CORE S&P500 ETF | $20,927,863 | 27,945 |
| ISHARES TR | REET | GLOBAL REIT ETF | $16,580,576 | 600,310 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $15,115,045 | 322,008 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $12,186,164 | 414,073 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $9,687,463 | 200,030 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $7,446,321 | 147,219 |
| APPLE INC | AAPL | COM | $6,424,188 | 22,201 |
| PAYCHEX INC | PAYX | COM | $6,058,701 | 61,616 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.