SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $503,860,926 |
| Positions | 1,361 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IJR | CORE S&P SCP ETF | $72,799,455 | 490,860 |
| ISHARES TR | AGG | CORE US AGGBD ET | $50,482,708 | 510,029 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $37,163,338 | 521,591 |
| ISHARES TR | IVV | CORE S&P500 ETF | $32,039,783 | 42,783 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $30,105,871 | 87,540 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $28,236,637 | 340,858 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $23,781,707 | 808,077 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,875,648 | 33,307 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $20,393,921 | 67,280 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,072,979 | 46,138 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.