SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-05-15 |
| Reported value | $4,867,756,849 |
| Positions | 260 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,090,822,644 | 2,497,362 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,027,670,862 | 5,237,874 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $464,170,839 | 5,357,466 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $419,636,765 | 4,635,334 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $174,964,341 | 2,508,449 |
| ISHARES TR | AGG | CORE US AGGBD ET | $132,137,976 | 1,331,097 |
| ISHARES TR | GOVT | US TREAS BD ETF | $116,922,665 | 5,103,565 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $106,122,743 | 488,482 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $95,685,274 | 316,577 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $94,339,189 | 157,877 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.