SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $4,364,296,517 |
| Positions | 230 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $961,410,635 | 1,283,781 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $414,776,734 | 5,379,027 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $327,613,274 | 2,208,976 |
| ISHARES TR | IDEV | CORE MSCI INTL | $274,408,182 | 3,082,892 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $229,507,343 | 3,126,377 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $190,015,246 | 2,293,762 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $171,421,067 | 6,468,720 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $157,468,331 | 210,866 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $140,274,439 | 1,452,417 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $127,497,141 | 1,021,939 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.