SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-09 |
| Reported value | $18,198,007,933 |
| Positions | 2,359 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $1,144,031,086 | 1,842,537 |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $1,106,591,091 | 10,133,619 |
| ISHARES TR | AGG | CORE US AGGBD ET | $919,093,500 | 9,265,056 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $753,578,521 | 28,436,927 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $583,421,425 | 3,301,015 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $549,762,247 | 6,585,558 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $296,496,809 | 676,316 |
| NVIDIA CORPORATION | NVDA | COM | $294,221,081 | 1,862,277 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $269,867,415 | 489,209 |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $267,840,412 | 433,504 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.