SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $201,700,547 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $23,357,649 | 671,004 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $22,224,657 | 656,757 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $18,327,148 | 402,883 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $11,614,757 | 135,861 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $8,319,935 | 122,334 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $7,560,172 | 385,428 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $7,223,218 | 199,923 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $7,046,088 | 345,990 |
| EXXON MOBIL CORP | XOM | COM | $5,309,248 | 38,833 |
| JPMORGAN CHASE & CO | JPM | COM | $4,104,391 | 12,539 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.