SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $477,174,202 |
| Positions | 55 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $101,600,732 | 4,120,062 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $63,243,485 | 1,086,658 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $53,827,175 | 1,590,638 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $52,636,415 | 611,057 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $37,766,469 | 173,296 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $29,698,652 | 416,823 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $25,588,586 | 923,776 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $22,701,249 | 652,147 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $11,588,763 | 31,689 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $9,303,771 | 38,289 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.