SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $2,588,499,249 |
| Positions | 520 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $339,970,205 | 10,931,518 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $321,451,859 | 10,922,591 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $288,894,116 | 8,537,060 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $258,083,309 | 9,317,087 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $92,658,607 | 1,973,980 |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $82,362,678 | 1,711,610 |
| FIDELITY COVINGTON TRUST | FDEM | EMERG MKTS MLTFT | $81,641,549 | 2,247,221 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $75,647,561 | 382,832 |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $72,208,804 | 235,745 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $60,365,420 | 2,609,832 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.