SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $168,934,079 |
| Positions | 1,270 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | SCHB | ETF | $24,630,194 | 850,490 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | ETF | $9,739,004 | 351,589 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | ETF | $8,364,028 | 263,766 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | ETF | $7,154,018 | 198,008 |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $5,831,712 | 16,505 |
| APPLE INC. | AAPL | Stock | $4,899,012 | 16,931 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | ETF | $4,040,539 | 10,919 |
| AMAZON COM INC COM | AMZN | Stock | $3,317,454 | 13,919 |
| BANK OF NY MELLON CORP COM | BNY | Stock | $3,272,814 | 22,632 |
| CISCO SYS INC COM | CSCO | Stock | $3,207,480 | 27,307 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.