SEC Form 13F

Ruggaard & Associates LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$278,688,845
Positions128

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$16,450,077333,808
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$14,958,324295,794
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$13,674,978613,503
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$12,456,704138,254
VANGUARD INDEX FDSVOMID CAP ETF$12,290,292152,542
ISHARES TRIBDUIBONDS DEC 29$12,245,092528,717
ISHARES TRIBHFIBON 2026 TE ETF$11,910,790525,863
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$11,417,179213,405
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$11,265,848266,143
AMERICAN CENTY ETF TRQGROUS QUALITY GROW$9,924,38384,069

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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