SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $1,656,131,193 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $384,481,247 | 513,402 |
| VANGUARD TAX MANAGED INTL | VEA | FD FTSE DEV MKT ETF | $325,343,391 | 4,566,227 |
| VANGUARD CHARLOTTE FDS | BNDX | INTL BD IDX ETF | $128,931,147 | 2,662,224 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $113,181,176 | 1,467,792 |
| ISHARES TR | IEF | BARCLAYS 7 10 YR | $106,352,684 | 1,124,596 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $85,333,591 | 1,429,618 |
| VANGUARD SCOTTSDALE FDS | VMBS | MORTG-BACK SEC | $71,179,921 | 1,520,621 |
| ISHARES TR | IGIB | INTRM TR CRP ETF | $62,811,086 | 1,181,331 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $60,914,390 | 410,725 |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $57,360,944 | 350,467 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.