SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-01-14 |
| Reported value | $195,377,201 |
| Positions | 108 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $16,092,390 | 589,033 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $11,172,772 | 57,053 |
| STRATEGY SHS | HNDL | NS 7HANDL IDX | $9,641,808 | 452,030 |
| SPDR SER TR | SLYG | S&P 600 SMCP GRW | $9,010,640 | 99,730 |
| APPLE INC | AAPL | COM | $8,357,153 | 33,373 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $6,318,466 | 127,620 |
| SPDR SER TR | SLYV | S&P 600 SMCP VAL | $6,084,756 | 69,739 |
| WISDOMTREE TR | DES | US SMALLCAP DIVD | $5,452,250 | 158,726 |
| ISHARES TR | ICVT | CONV BD ETF | $5,361,253 | 63,096 |
| ISHARES TR | AGG | CORE US AGGBD ET | $5,059,493 | 52,214 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.