SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $158,392,561 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $24,640,655 | 728,152 |
| APPLE INC | AAPL | COM | $24,160,311 | 83,496 |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $20,536,047 | 589,947 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,566,371 | 207,076 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $6,388,482 | 230,631 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $5,982,306 | 24,620 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $5,881,930 | 16,084 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $4,371,470 | 120,559 |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $4,236,082 | 187,106 |
| LAM RESEARCH CORP | LRCX | COM NEW | $3,996,011 | 9,222 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.