SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-05-16 |
| Reported value | $403,974,657 |
| Positions | 90 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $54,913,679 | 2,141,313 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $25,011,708 | 807,726 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $21,924,066 | 752,372 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $20,095,979 | 811,818 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $16,769,114 | 549,657 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $14,827,752 | 22,800 |
| ISHARES TR | USHY | BROAD USD HIGH | $13,749,216 | 373,064 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $12,941,685 | 121,903 |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $12,691,015 | 522,603 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $11,889,805 | 133,902 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.