SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $150,791,091 |
| Positions | 184 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHJ | 1 5YR CORP BD | $18,400,306 | 746,160 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $10,509,100 | 44,413 |
| SPDR SERIES TRUST | EBND | SST SPDR BLOOMBE | $9,655,396 | 461,539 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $8,374,866 | 140,306 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $7,530,019 | 255,862 |
| ALPS ETF TR | OUSM | OSHARES US SMLCP | $6,449,510 | 135,722 |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $6,260,220 | 130,096 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $5,868,107 | 211,845 |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $3,695,814 | 35,948 |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $3,448,820 | 26,080 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.