SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $1,642,591,619 |
| Positions | 986 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHK | 1000 INDEX ETF | $235,072,350 | 6,518,923 |
| ISHARES TR | IVV | CORE S&P500 ETF | $227,916,504 | 304,339 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $122,775,185 | 1,027,235 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $93,479,235 | 3,527,518 |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $77,214,885 | 657,428 |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $73,184,388 | 967,024 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $73,105,848 | 1,455,422 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $63,847,515 | 869,739 |
| VANGUARD WORLD FD | VOX | COMM SRVC ETF | $35,174,061 | 191,215 |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $35,112,712 | 117,430 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.