SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $6,978,344,969 |
| Positions | 411 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,105,171,083 | 15,511,173 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $905,285,687 | 2,446,454 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $724,158,606 | 3,300,180 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $600,344,541 | 8,177,967 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $374,366,075 | 1,717,827 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $251,588,070 | 4,214,912 |
| ISHARES INC | EMXC | MSCI EMRG CHN | $223,861,858 | 2,188,288 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $202,711,129 | 1,883,582 |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $190,027,962 | 2,299,189 |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $178,111,322 | 2,636,343 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.