SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $544,303,894 |
| Positions | 61 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $93,482,997 | 658,842 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $64,324,556 | 2,322,186 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $61,376,258 | 861,421 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $56,895,314 | 706,160 |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $44,696,955 | 1,174,381 |
| ISHARES TR | IVV | CORE S&P500 ETF | $29,614,494 | 39,545 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $26,794,967 | 39,014 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $25,099,473 | 551,758 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $17,559,830 | 51,059 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $16,825,381 | 218,200 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.