SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $171,094,726,620 |
| Positions | 4,294 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $18,429,954,974 | 24,609,695 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $9,592,757,424 | 130,673,715 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,334,965,972 | 116,981,979 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $7,278,336,677 | 144,440,101 |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $6,840,342,578 | 101,248,410 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $6,539,708,360 | 78,943,848 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $4,140,532,309 | 12,039,581 |
| APPLE INC | AAPL | COM | $3,590,212,668 | 12,407,426 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $3,415,493,298 | 43,838,959 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,108,001,147 | 35,366,422 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.