SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $182,239,002 |
| Positions | 115 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $15,729,643 | 567,857 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $15,435,549 | 532,995 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,515,762 | 31,120 |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,187,084 | 92,818 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,560,094 | 120,142 |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $8,552,945 | 82,272 |
| APPLE INC | AAPL | COM | $5,788,675 | 20,005 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $5,013,242 | 66,243 |
| T ROWE PRICE EXCHANGE-TRADED | TDVG | PRICE DIV GRWT | $4,402,453 | 89,791 |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $4,348,162 | 119,916 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.