SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $2,307,577,047 |
| Positions | 311 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $265,653,320 | 3,728,468 |
| ISHARES TR | IVV | CORE S&P500 ETF | $210,228,448 | 280,720 |
| INVESCO EXCHANGE TRADED FD T | PRF | RAFI US 1000 ETF | $104,288,233 | 1,930,191 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $99,649,820 | 1,292,307 |
| ISHARES TR | EFA | MSCI EAFE ETF | $86,547,637 | 833,150 |
| WISDOMTREE TR | DON | US MIDCAP DIVID | $86,327,323 | 1,527,377 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $48,715,159 | 131,648 |
| EXXON MOBIL CORP | XOM | COM | $47,491,413 | 347,363 |
| LAM RESEARCH CORP | LRCX | COM NEW | $42,935,225 | 99,082 |
| BROADCOM INC | AVGO | COM | $40,738,400 | 107,845 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.