SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $116,115,846 |
| Positions | 397 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | ETF | $12,465,534 | 393,111 |
| SCHWAB U.S. MID-CAP ETF | SCHM | ETF | $10,268,620 | 278,509 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | ETF | $8,998,560 | 305,761 |
| ISHARES FLOATING RATE BOND ETF | FLOT | ETF | $7,789,225 | 152,580 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | ETF | $7,681,343 | 212,603 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | ETF | $4,626,421 | 136,715 |
| APPLE INC COM | AAPL | Stock | $4,479,900 | 15,482 |
| JPMORGAN CHASE & CO COM | JPM | Stock | $4,389,168 | 13,409 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | ETF | $4,098,587 | 163,747 |
| VANGUARD MID-CAP VALUE ETF | VOE | ETF | $3,474,169 | 17,582 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.