SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $3,645,613,056 |
| Positions | 952 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $374,296,358 | 5,272,522 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $216,830,744 | 581,799 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $213,907,301 | 3,571,670 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $142,660,356 | 205,604 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $115,583,020 | 1,188,881 |
| VANGUARD SCOTTSDALE FDS | VTC | TOTAL CORP BND | $111,569,633 | 1,469,754 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $109,134,998 | 2,167,958 |
| ISHARES TR | GOVT | US TREAS BD ETF | $105,519,365 | 4,672,099 |
| NVIDIA CORPORATION | NVDA | COM | $105,034,947 | 497,890 |
| APPLE INC | AAPL | COM | $95,187,743 | 301,877 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.