SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $1,657,931,506 |
| Positions | 158 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $494,733,187 | 660,622 |
| VICTORY PORTFOLIOS II | UBND | CORE PLUS BD ETF | $186,000,651 | 8,561,595 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $172,517,726 | 1,807,604 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $159,211,143 | 2,064,728 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $71,946,907 | 485,112 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $64,850,947 | 737,949 |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $58,562,912 | 1,213,739 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $43,919,829 | 408,101 |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $43,640,863 | 510,479 |
| SOUTHERN CO | SO | COM | $35,781,876 | 373,857 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.