SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-19 |
| Reported value | $21,548,209,629 |
| Positions | 1,916 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $807,807,732 | 1,176,174 |
| APPLE INC | AAPL | COM | $623,607,699 | 2,155,331 |
| NVIDIA CORPORATION | NVDA | COM | $516,004,978 | 2,578,864 |
| ISHARES TR | IVV | CORE S&P500 ETF | $512,793,734 | 684,738 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $366,188,678 | 989,592 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $360,967,882 | 5,066,216 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $328,698,991 | 1,508,278 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $326,276,932 | 3,787,752 |
| MICROSOFT CORP | MSFT | COM | $326,137,062 | 874,315 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $261,107,501 | 5,886,102 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.