SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $552,823,518 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| FLEXSHARES TR | GUNR | MORNSTAR UPSTR | $51,664,606 | 1,048,389 |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $46,780,061 | 1,229,114 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $40,561,560 | 807,517 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $40,054,379 | 132,140 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,302,314 | 40,463 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $29,814,358 | 958,661 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $27,163,387 | 78,984 |
| VANGUARD INTL EQUITY INDEX F | VNQI | GLB EX US ETF | $22,925,828 | 511,167 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $21,499,476 | 425,059 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $21,014,923 | 497,866 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.