SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $1,936,263,000 |
| Positions | 72 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET | ITOT | COM | $262,240,000 | 1,596,396 |
| SCHWAB US BROAD MARKET - ETF | SCHB | COM | $231,305,000 | 7,987,057 |
| DFA INTL CORE EQUITY 2- ETF | DFIC | COM | $226,968,000 | 6,091,469 |
| AVANTIS SMALL CAP VALUE - ETF | AVUV | COM | $144,729,000 | 1,160,062 |
| ISHARES RUSSELL 3000 INDEX - ETF | IWV | COM | $143,497,000 | 336,531 |
| DFA EMERGING MKTS CORE EQUITY 2 - ETF | DFEM | COM | $92,931,000 | 2,286,699 |
| VANGUARD SHORT TERM GOVT BOND ETF | VGSH | COM | $80,429,000 | 1,381,942 |
| VANGUARD TOTAL STOCK MARKET - ETF | VTI | COM | $76,956,000 | 207,968 |
| INVESCO S&P 500 QUALITY - ETF | SPHQ | COM | $68,932,000 | 765,065 |
| VANGUARD DIVIDEND APPRECIATION - ETF | VIG | COM | $61,937,000 | 261,759 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.