SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $18,089,680,165 |
| Positions | 1,593 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,239,532,069 | 5,687,753 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $941,327,937 | 10,927,884 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $755,289,642 | 7,913,764 |
| ISHARES TR | AGG | CORE US AGGBD ET | $524,134,532 | 5,295,358 |
| APPLE INC | AAPL | COM | $434,300,971 | 1,500,901 |
| MICROSOFT CORP | MSFT | COM | $331,543,452 | 888,808 |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $283,473,354 | 1,281,525 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $251,532,095 | 3,530,275 |
| BROADCOM INC | AVGO | COM | $250,461,585 | 663,035 |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $223,129,194 | 6,668,535 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.