SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $59,125,356,000 |
| Positions | 675 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | VEA | VAN FTSE DEV MKT | $9,884,311,000 | 138,727,174 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $8,860,797,000 | 23,945,511 |
| SPDR State Street Global Advisors | SPYM | STATE STREET SPD | $8,601,795,000 | 97,881,145 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,216,208,000 | 53,881,853 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,264,273,000 | 21,039,515 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $1,698,282,000 | 10,338,360 |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,546,180,000 | 15,621,139 |
| J P MORGAN EXCHANGE TRADED | JCPB | CORE PLUS BD ETF | $1,333,876,000 | 28,416,622 |
| SPDR State Street Global Advisors | SPMD | STATE STREET SPD | $1,274,572,000 | 18,865,773 |
| SPDR State Street Global Advisors | SPSM | STATE STREET SPD | $1,106,159,000 | 19,180,838 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.