SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $695,444,792 |
| Positions | 111 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $133,579,967 | 194,493 |
| ISHARES TR | AGG | CORE US AGGBD ET | $98,036,779 | 990,470 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $87,823,088 | 237,334 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $39,112,280 | 404,972 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $37,094,268 | 520,621 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $32,919,263 | 265,114 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $23,539,085 | 108,012 |
| PROFESIONALLY MANAGED PORTFO | AKRE | AKRE FOCUS ETF | $19,682,694 | 370,045 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $17,235,749 | 70,004 |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $13,520,101 | 261,106 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.