SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $1,856,457,532 |
| Positions | 279 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $932,751,107 | 2,712,195 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $240,815,186 | 3,379,862 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $139,528,351 | 2,337,550 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $56,761,176 | 153,392 |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $54,433,278 | 1,131,199 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $50,852,756 | 167,764 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $16,247,383 | 21,757 |
| APPLE INC | AAPL | COM | $13,594,687 | 46,982 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $12,874,815 | 810,757 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $12,476,387 | 450,411 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.