SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $2,348,829,918 |
| Positions | 350 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $397,459,029 | 530,731 |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $131,180,151 | 2,611,590 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $123,697,477 | 1,604,169 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $96,790,569 | 1,002,180 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $88,757,857 | 1,245,724 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $88,513,019 | 596,811 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $85,771,210 | 114,856 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $76,967,582 | 646,841 |
| APPLE INC | AAPL | COM | $76,384,501 | 263,977 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $71,338,621 | 1,173,526 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.