SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-22 |
| Reported value | $1,069,888,690 |
| Positions | 666 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $377,207,607 | 549,217 |
| ISHARES TR | AGG | CORE US AGGBD ET | $107,278,077 | 1,083,836 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $84,010,966 | 1,667,215 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $77,944,355 | 257,140 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $54,648,316 | 678,271 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $41,883,256 | 433,664 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $35,347,646 | 592,187 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $19,708,889 | 89,819 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $14,228,150 | 19 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $13,610,974 | 56,015 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.