SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $638,507,806 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $81,598,069 | 118,807 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $54,489,855 | 1,718,381 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $51,943,483 | 677,229 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $43,094,257 | 500,282 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $40,886,515 | 539,471 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $40,241,545 | 132,758 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $33,747,452 | 45,828 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $33,078,364 | 418,555 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $32,886,961 | 722,949 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $29,425,746 | 356,028 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.