SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $164,115,939 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $21,968,876 | 649,198 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $19,437,056 | 131,057 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $19,344,334 | 610,039 |
| ISHARES TR | HEFA | HDG MSCI EAFE | $17,876,766 | 380,965 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $12,387,785 | 244,963 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $8,594,769 | 310,280 |
| ISHARES TR | IBCA | IBONDS DEC 2035 | $4,979,506 | 194,436 |
| APPLE INC | AAPL | COM | $4,297,574 | 14,852 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,273,593 | 5,723 |
| ISHARES TR | IBDZ | IBONDS DEC 2034 | $4,055,398 | 155,677 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.