SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $91,580,792,831 |
| Positions | 4,155 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $5,068,299,870 | 172,215,422 |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,929,771,036 | 6,582,164 |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,907,614,077 | 39,478,188 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $3,476,036,006 | 35,990,373 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,140,092,710 | 4,204,899 |
| APPLE INC | AAPL | COM | $2,912,341,534 | 10,064,743 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,409,769,942 | 29,088,603 |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,137,744,923 | 5,981,859 |
| MICROSOFT CORP | MSFT | COM | $2,059,369,773 | 5,520,756 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,840,835,485 | 22,846,853 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.