SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $423,601,211,787 |
| Positions | 4,822 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $30,997,946,363 | 41,391,871 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $8,307,536,393 | 180,011,754 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $7,688,235,723 | 113,045,712 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $7,432,569,289 | 10,822,531 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $6,776,848,421 | 49,275,443 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $6,277,926,270 | 88,111,242 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $5,719,938,356 | 69,048,781 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $5,301,695,475 | 23,349,327 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,043,715,843 | 58,557,269 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $5,041,546,655 | 23,134,608 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.