SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $322,734,585 |
| Positions | 56 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $30,633,532 | 621,622 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $29,433,831 | 359,212 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $25,986,349 | 382,096 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $19,601,815 | 417,593 |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $19,017,378 | 355,465 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $18,658,957 | 712,718 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $17,236,246 | 178,466 |
| INVESCO ACTIVELY MANAGED EXC | GSY | ULTRA SHRT DUR | $14,623,489 | 291,595 |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $14,240,865 | 156,855 |
| DIMENSIONAL ETF TRUST | DFAW | WORLD EQUITY ETF | $10,188,881 | 123,069 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.