SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $4,139,560,581 |
| Positions | 137 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $966,282,500 | 1,406,914 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $454,947,649 | 5,646,613 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $445,574,099 | 6,253,672 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $245,278,438 | 8,334,300 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $244,813,209 | 6,311,245 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $196,729,684 | 263,441 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $194,401,945 | 6,710,457 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $185,312,117 | 4,973,487 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $173,010,867 | 2,898,490 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $113,354,067 | 3,074,425 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.