SEC Form 13F
| Report period | 2025-09-30 |
|---|---|
| Publicly available | 2025-11-05 |
| Reported value | $363,549,156 |
| Positions | 53 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $34,242,580 | 1,300,022 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $33,779,516 | 1,058,587 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $31,490,066 | 1,081,761 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $28,173,364 | 46,006 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $24,879,400 | 923,169 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $20,784,418 | 81,738 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $20,116,963 | 721,038 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $19,195,721 | 746,625 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $19,176,326 | 102,828 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $18,086,646 | 610,211 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.