SEC Form 13F
| Report period | 2025-03-31 |
|---|---|
| Publicly available | 2025-04-03 |
| Reported value | $1,156,968,358 |
| Positions | 405 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $194,072,305 | 345,386 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $79,899,186 | 3,618,623 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $64,874,244 | 1,276,298 |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $62,518,253 | 1,232,858 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $48,558,980 | 2,072,513 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $45,851,077 | 785,794 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $45,105,973 | 596,246 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $40,417,729 | 182,267 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $40,112,756 | 886,274 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $35,653,470 | 340,953 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.