SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $586,986,341 |
| Positions | 214 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR Bloomberg Inter Floating | FLRN | BDFUND | $40,244,010 | 1,304,506 |
| Schwab International Equity ET | SCHF | ETF | $22,710,139 | 819,861 |
| SPDR S&P Mid Cap 400 ETF (MDY) | MDY | ETF | $20,702,212 | 29,434 |
| Apple Inc (AAPL) | AAPL | COM | $19,150,057 | 66,181 |
| Schwab US Mid Cap ETF (SCHM) | SCHM | ETF | $19,127,664 | 518,787 |
| Vanguard S&P 500 ETF (VOO) | VOO | ETF | $17,878,790 | 26,032 |
| Schwab US Large Cap Growth ETF | SCHG | ETF | $17,244,684 | 509,595 |
| Vanguard Short Ter Corp Bd ETF | VCSH | BDFUND | $16,277,019 | 205,960 |
| Schwab US Dividend Equity ETF | SCHD | ETF | $15,813,532 | 498,692 |
| Alphabet Inc Class C (GOOG) | GOOG | COM | $11,715,291 | 33,157 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.