SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $1,727,650,517 |
| Positions | 609 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $126,768,527 | 1,779,207 |
| ISHARES TR | IVV | CORE S&P500 ETF | $117,865,107 | 157,386 |
| ISHARES TR | AGG | CORE US AGGBD ET | $87,147,708 | 880,458 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $77,514,716 | 962,079 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $76,721,332 | 614,951 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $69,419,049 | 293,378 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $63,768,432 | 1,068,327 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $50,124,525 | 1,034,989 |
| ISHARES TR | REET | GLOBAL REIT ETF | $45,378,741 | 1,642,967 |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $42,009,128 | 801,548 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.