SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $9,194,272,367 |
| Positions | 892 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $1,128,621,377 | 1,507,059 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $481,510,550 | 643 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $441,133,405 | 4,567,544 |
| TJX COS INC NEW | TJX | COM | $429,159,807 | 2,832,738 |
| APPLE INC | AAPL | COM | $407,788,436 | 1,409,277 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $338,869,631 | 4,756,065 |
| MICROSOFT CORP | MSFT | COM | $238,145,655 | 638,426 |
| ALPHABET INC | GOOGL | CAP STK CL A | $234,608,394 | 656,486 |
| COUPANG INC | CPNG | CL A | $198,174,764 | 11,409,025 |
| FIRST TR EXCHANGE-TRADED FD | EIPX | ENERGY INM PARTN | $153,769,427 | 4,912,761 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.