SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $20,865,814,212 |
| Positions | 1,369 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $1,503,979,664 | 2,008,278 |
| TRUST FOR PROFESSIONAL MANAG | APUE | ACTIVEPASSIVE US | $1,143,135,865 | 24,743,201 |
| ISHARES TR | IWY | RUS TP200 GR ETF | $1,056,415,796 | 3,635,042 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $781,656,321 | 16,937,298 |
| ISHARES TR | IWX | RUS TP200 VL ETF | $516,051,820 | 4,907,301 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $490,959,200 | 3,569,833 |
| DIMENSIONAL ETF TRUST | DFAL | US LARGE CAP COR | $489,852,917 | 9,728,917 |
| TRUST FOR PROFESSIONAL MANAG | APIE | ACTIVEPASSIVE EQ | $471,110,717 | 12,154,559 |
| TRUST FOR PROFESSIONAL MANAG | APCB | ACTIVEPASSIVE CR | $455,229,300 | 15,469,678 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $453,318,011 | 6,665,461 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.