SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $2,721,551,034 |
| Positions | 1,394 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $49,702,690 | 1,468,755 |
| APPLE INC | AAPL | COM | $46,952,100 | 162,262 |
| ALPHABET INC | GOOG | CAP STK CL C | $42,852,706 | 121,282 |
| SPDR SERIES TRUST | MDYG | ST STR SP400GRW | $37,705,870 | 336,389 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $36,168,946 | 1,305,738 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $36,157,682 | 1,038,715 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $35,380,395 | 496,567 |
| ISHARES TR | IDV | INTL SEL DIV ETF | $32,256,929 | 778,589 |
| ESCO TECHNOLOGIES INC | ESE | COM | $31,957,005 | 91,295 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $30,626,533 | 317,111 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.