SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $8,183,040,009 |
| Positions | 1,078 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,018,830,375 | 5,455,709 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $654,121,594 | 6,772,847 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $517,410,001 | 3,149,753 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $362,373,114 | 4,374,374 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $357,340,863 | 5,015,310 |
| ISHARES TR | IVV | CORE S&P500 ETF | $277,512,921 | 370,566 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $169,785,032 | 227,359 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $169,036,549 | 2,831,907 |
| ISHARES TR | IGF | GLB INFRASTR ETF | $168,683,496 | 2,532,785 |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $155,244,991 | 1,609,924 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.