SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $187,224,674,884 |
| Positions | 4,080 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $26,225,263,758 | 35,018,846 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $10,370,946,752 | 141,274,305 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $10,243,390,414 | 132,841,270 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $8,570,220,852 | 309,394,253 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $6,610,324,855 | 44,570,998 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $6,004,774,719 | 28,221,905 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,761,172,292 | 66,823,471 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,658,416,819 | 6,238,087 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,634,904,659 | 77,649,601 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $4,624,365,945 | 101,656,759 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.