SEC Form 13F
| Report period | 2024-12-31 |
|---|---|
| Publicly available | 2025-02-05 |
| Reported value | $2,169,969,777 |
| Positions | 646 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $132,533,205 | 225,379 |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $119,619,974 | 1,192,384 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $106,638,662 | 197,915 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $100,619,751 | 2,284,735 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $93,421,431 | 1,953,606 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $83,728,431 | 288,908 |
| ISHARES TR | IWB | RUS 1000 ETF | $68,840,134 | 213,683 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $54,102,222 | 752,360 |
| APPLE INC | AAPL | COM | $50,283,344 | 200,796 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $45,983,479 | 2,485,593 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.