SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $5,274,558,195 |
| Positions | 672 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,069,104,515 | 35,214,246 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $863,794,489 | 11,340,350 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $570,555,731 | 7,886,050 |
| DIMENSIONAL ETF TRUST | DFVX | US LARG VECT ETF | $384,924,498 | 4,498,358 |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $273,934,364 | 3,651,728 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $145,182,394 | 188,600 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $131,211,254 | 3,354,929 |
| APPLE INC | AAPL | COM | $104,521,876 | 336,083 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $93,731,738 | 3,151,706 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $56,484,200 | 79,825 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.