SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $182,009,104 |
| Positions | 57 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | ETF | $18,829,928 | 710,027 |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | CGMS | ETF | $18,565,354 | 679,303 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $13,788,747 | 27,556 |
| CAPITAL GROUP GROWTH ETF | CGGR | ETF | $12,325,513 | 261,134 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | ETF | $10,575,148 | 195,764 |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | ETF | $8,340,786 | 215,024 |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | ETF | $7,726,672 | 192,541 |
| SCHWAB US TIPS ETF | SCHP | ETF | $7,408,809 | 279,578 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | FNDX | ETF | $7,171,037 | 230,580 |
| CAPITAL GROUP CORE BOND ETF | CGCB | ETF | $6,394,470 | 244,250 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.