SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $1,383,639,379 |
| Positions | 153 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $72,824,176 | 1,022,094 |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $57,792,920 | 303,343 |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $45,481,942 | 148,488 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $42,431,720 | 214,735 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $42,118,342 | 511,517 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $41,853,015 | 43,371 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $36,838,178 | 50,025 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $36,236,091 | 263,478 |
| ISHARES TR | TIP | TIPS BD ETF | $33,898,879 | 309,777 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $33,695,275 | 459,001 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.