SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $4,050,737,163 |
| Positions | 400 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $644,543,630 | 860,648 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $424,153,469 | 1,745,538 |
| ISHARES TR | IUSV | CORE S&P US VLU | $405,961,903 | 3,685,507 |
| ISHARES INC | ACWV | MSCI GBL MIN VOL | $292,499,041 | 2,432,810 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $225,993,808 | 955,047 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $216,119,045 | 4,272,813 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $124,467,167 | 181,177 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $97,611,885 | 1,010,674 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $88,505,643 | 1,068,386 |
| ISHARES TR | EFV | EAFE VALUE ETF | $81,225,830 | 1,061,079 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.