SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $276,134,374 |
| Positions | 193 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $14,631,223 | 528,203 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $11,540,720 | 319,422 |
| APPLE INC | AAPL | COM | $10,406,989 | 35,966 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $9,579,129 | 134,444 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $9,226,658 | 318,600 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $8,926,902 | 110,797 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $8,643,526 | 28,515 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $7,363,270 | 31,119 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $7,117,403 | 29,291 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $6,666,585 | 180,813 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.