SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $249,837,406,497 |
| Positions | 5,964 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX TR | VUG | ETF | $18,049,765,207 | 218,097,695 |
| SPDR SER TR | SPYM | ETF | $14,563,459,866 | 169,816,463 |
| ISHARES CORE S&P 500 ETF | IVV | ETF | $14,146,645,178 | 19,374,454 |
| VANGUARD S&P 500 ETF | VOO | ETF | $12,238,132,565 | 18,258,784 |
| ISHARES CORE US AGGREGATE BOND | AGG | ETF | $10,782,592,293 | 108,542,302 |
| ISHARES RUSSELL MIDCAP | IWR | ETF | $10,720,273,305 | 97,830,565 |
| ISHARES TRUST CORE MSCI EAFE | IEFA | ETF | $10,600,275,585 | 111,009,274 |
| VANGUARD INDEX TR | VTV | ETF | $9,677,781,273 | 44,314,215 |
| VANGUARD MID CAP ETF | VO | ETF | $8,770,739,635 | 109,647,952 |
| VANGUARD INDEX TRUST | VV | ETF | $6,464,723,719 | 19,212,231 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.