SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $7,607,052,559 |
| Positions | 253 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,616,396,810 | 2,353,485 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $787,623,509 | 11,054,365 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $663,561,786 | 7,364,726 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $323,420,130 | 6,394,230 |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $289,621,490 | 5,022,048 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $252,167,238 | 4,224,614 |
| SPDR SERIES TRUST | SPAB | ST STR AGGRE ETF | $249,777,474 | 9,787,519 |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $247,539,026 | 4,196,999 |
| ISHARES TR | MBB | MBS ETF | $185,026,604 | 1,957,539 |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $150,935,868 | 2,687,604 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.