SEC Form 13F

Phillip James Consulting Co. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$149,639,791
Positions332

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES INCEWAMSCI AUST ETF$15,260,351170,454
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$11,793,016488,526
VANGUARD INDEX FDSVTVVALUE ETF$10,454,76750,815
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$10,365,913357,939
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$6,956,526199,843
WISDOMTREE INCWTCOM$6,680,62089,570
VANGUARD INDEX FDSVBSMALL CP ETF$6,515,26121,494
VANGUARD INTL EQUITY INDEX FVSSFTSE SMCAP ETF$6,447,62641,789
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$6,135,43278,750
HARBOR ETF TRUSTEPININTL EQUITY ETF$5,897,247212,897

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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