SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $732,276,661 |
| Positions | 7 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | COM | $503,525,823 | 733,137 |
| VANGUARD SHORT-TERM CORPORATE | VCSH | COM | $60,811,372 | 769,472 |
| ISHARES CORE U.S. AGGREGATE BO | AGG | COM | $48,055,681 | 485,509 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | COM | $42,645,609 | 396,261 |
| ISHARES CORE MSCI EAFE ETF | IEFA | COM | $33,546,484 | 347,344 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | COM | $32,445,334 | 218,767 |
| ISHARES CORE MSCI EMERGING MAR | IEMG | COM | $11,246,358 | 135,760 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.