SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $9,372,127,461 |
| Positions | 649 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $662,422,693 | 7,690,071 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $398,949,918 | 1,830,633 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $392,694,478 | 1,659,600 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $374,589,529 | 5,257,397 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $352,159,575 | 3,646,299 |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $261,011,729 | 2,554,931 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $243,391,583 | 2,361,879 |
| APPLE INC | AAPL | COM | $215,209,055 | 743,742 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $213,418,854 | 4,811,065 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $210,844,606 | 1,421,648 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.