SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $3,197,728,386 |
| Positions | 858 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $139,470,059 | 186,235 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $114,740,576 | 1,305,650 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $109,100,887 | 2,459,442 |
| ISHARES TR | AGG | CORE US AGGBD ET | $76,713,620 | 775,041 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $73,857,813 | 100,295 |
| APPLE INC | AAPL | COM | $64,666,965 | 223,482 |
| GENERAL MILLS INC | GIS | COM | $56,588,076 | 1,626,094 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $54,349,861 | 79,133 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $53,618,746 | 1,161,836 |
| DIMENSIONAL ETF TRUST | DGCB | GLOBAL CR ETF | $49,512,066 | 905,653 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.