SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $166,918,738 |
| Positions | 98 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $31,063,081 | 1,072,620 |
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $10,054,881 | 197,348 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $9,413,031 | 252,631 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $8,957,818 | 326,095 |
| JOHNSON & JOHNSON | JNJ | COM | $8,291,867 | 32,649 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $6,308,473 | 151,174 |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $5,723,826 | 110,734 |
| NEUBERGER BERMAN ETF TRUST | NBSD | SHORT DURATION I | $5,232,018 | 103,592 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,277,921 | 6,229 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $4,018,265 | 32,361 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.