SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $379,014,654 |
| Positions | 87 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $50,948,726 | 1,731,183 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $34,025,488 | 1,228,357 |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $28,674,190 | 594,284 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $24,413,528 | 465,818 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $20,539,719 | 850,858 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $19,241,875 | 262,115 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $16,785,668 | 455,266 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $14,849,660 | 468,296 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $13,205,935 | 62,067 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $12,954,105 | 358,542 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.