SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $581,752,123 |
| Positions | 238 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $32,559,450 | 87,989 |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $30,795,034 | 72,221 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $27,439,923 | 284,116 |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $15,196,081 | 61,720 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $12,880,643 | 133,492 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | AGGREGATE BD ETF | $12,175,381 | 603,638 |
| PROCTER & GAMBLE CO | PG | COM | $11,558,018 | 78,819 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $11,236,500 | 272,400 |
| MICROSOFT CORP | MSFT | COM | $10,294,013 | 27,596 |
| KLA CORP | KLAC | COM NEW | $9,029,277 | 29,927 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.