SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $18,162,013,710 |
| Positions | 1,292 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $2,148,020,959 | 2,868,273 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,115,930,508 | 15,662,182 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $792,802,706 | 1,154,326 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $613,932,757 | 7,961,778 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $551,124,136 | 6,446,651 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $509,639,495 | 5,799,266 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $480,755,158 | 1,299,198 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $430,447,471 | 13,574,503 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $380,336,689 | 4,415,332 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $375,346,878 | 502,627 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.